Harness the Power of a Human Edge
Maximize client connections to secure retention and long-term success.
Your clients want to engage in non-financial interactions tailored to their unique lives.
We have proven methods for organizations, teams, and individuals to become referral magnets.
Are you looking to...
Find your 'Human Edge'?
Trusted Advisor of Choice is a transformative program packed with valuable insights, proven methods, detailed resources, and is supported with live coaching. As a CE-accredited program, learn at your own pace to elevate client interactions to become more referable as a 'Trusted Advisor'. Learn more >
Keep Clients for Life?
Our Client Connections Toolkit allows you to connect with clients about their unique lives. Our library of proven Tools builds meaningful touchpoints to demonstrate your caring about clients' well-being, beyond just their money. Topics span key life events and each tool has a Companion Guide, along with group coaching support. Learn more >
Energize Client Interactions?
Take advantage of exciting Client Events that help foster meaningful connections and business growth. Clients love Dr. Amy's poignant and light-hearted approach that generates valuable dialogue and inspires action. Ignite clients' passion for following through on plans with events that resonate for years. See Topics >
Build Your Book?
Actionable Advisor Keynotes help create long-lasting impact by providing your team with an in-depth understanding of engaging women, invisible spouses / partners, and clients struggling to navigate mid- and later-life events. Immediately implement practical techniques that will connect the financial implications to their unique life situations. See topics >
3,000+
ADVISORS TRAINED
10,000+
COACHING HOURS
200+
ADVISOR KEYNOTES
250+
CLIENT EVENTS
20 Years Working with Industry Leaders








What people are saying...
ORGANIZATION
"Dr. Amy's ability to connect financial and emotional concepts around life transitions is second to none. It lead to a better connection with our clients, more business opportunities."
Chris M., MBA
VP Business Banking South Western Ontario
BMO Financial Group
TEAMS
"The Trusted Advisor of Choice program was a way to create a unified perspective on how we want to engage our clients."
Brian V., CIMA
CEO
CapTrust
INDIVIDUAL
"I now have the language to communicate / it's taught me to be a much better listener / it's given me the Tools, so now in a conversation, it flows very naturally. "
Lisa A., CFP, RICP, CDFA
Senior Wealth Strategy Associate | Financial Planner
UBS
Are you ready to take your client experience to a new level?