Trusted Advisor of Choice
With the Trusted Advisor of Choice program, your advisors will have access to a series of instructional videos along with a complete tool kit of resources for support.
Each module of the Trusted Advisor of Choice program follows a similar format, starting with an instructional video from Dr. Amy and supported by:
Advisor resources Client-facing tools Case studies
Conversation guides Practice exercises
Live Coaching sessions
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Equip your advisors with everything they need to help their clients.
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