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 >

Trusted Advisor of Choice

Master relationship-based advising and take client trust, loyalty, and referrals to new levels.

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Your Best Life Forward

You provide the financial support. We provide the practical, emotional, and family.

Yes, I Need That!

Client Connections Toolkits

Providing meaningful client touchpoints that demonstrate you care more than just about their money.

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Actionable Advisor Keynotes

Some of the industry’s greatest risks also bring forth big opportunities to enhance Advisor-Client relationships with a lasting impact. Our thought-provoking keynotes energize and inspire Advisors, providing invaluable tips that can be immediately put into practice and help connect and engage women, the other spouse, and clients navigating mid-life and later events, all having financial implications.

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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 >

LET'S TALK !

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?

LET'S TALK !