Trust is the critical foundation of any authentic and successful client-advisor relationship.

Despite all the advancements in financial services, one thing remains constant - people want human connections, especially during challenging times.

Hear from Dr. Amy D’Aprix, who shares the two biggest causes of breakdown in trust and how to overcome them. She provides a new and compelling way to skillfully listen to clients, ask impactful questions to uncover clients’ specific needs, and authentically convey empathy. Her unique perspective will help you build trust and enables you to put the “personal” in personal financial planning.

Master these skills, and you’ll be the trusted advisor of choice.