Deepen Your Client Relationships
Join Dr. Amy D'Aprix for a Complimentary CE Webinar
The Art of Deepening Relationships
Building the Emotional Trust Clients Value Most
Date:Â Â Tuesday, November 5
Time:Â Â 4pm ET
Duration:  1 hour | 1 CE Credit (CFP Board)
Trust is Built One Conversation at a Time
Elevate Your Practice with:
 ✔ A clear framework
     for listening at a deeper level
 ✔ High-impact questions
     you can bring to your next client meeting
 ✔ Simple, authentic methods
     to convey empathy with ease
 ✔ 1 hour of CE credit
     (CFP Board, US Attendees)
 ✔ Practice Exercises
     to build these skills into everyday conversations
Feel free to share with colleagues or team members who would benefit from this content.
The Reality:
53%Â of clients' expectations is based on having
EMOTIONAL TRUST with their advisor.
Compared to just 30% Ethical Trust and 17% Functional Trust expectations – Vanguard Research Â
Plus, a serious gap often exists between how advisors see the relationship and how clients experience it.
81% of planners said they communicate the importance of considering all areas of life when creating a financial plan. Only 47% of clients agree.
Financial Planning Association and the Money Quotient Research Consortium
The good news is learning a few practical skills from Dr. Amy can close this gap.
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What You'll Learn:
- Why emotional trust carries so much weight in client relationships
- The three levels of listening, and how listening to understand may change what clients feel comfortable sharingÂ
- The difference between closed, open, and high impact questions, with sample questions about where clients are today and where they hope to be
- What empathy is, what it isn't, and short, natural phrases you can use with confidence
- How to move past common hesitations, such as worrying about naming the wrong emotion or connecting with a reserved, analytical client
- Simple practice exercises to strengthen these skills in the week after the webinar
Perfect For Advisors Who:
- Want clients to feel seen, heard, and understood in every meeting
- Work with clients navigating life transitions such as retirement, caregiving, or the loss of a spouse
- Meet with couples or families and want every person in the room to feel included
- Hope to become more referrable by strengthening the relationship side of their practice.
- Already communicate well and want to sharpen skills they use every day
Meet Your Presenter
Amy D’Aprix, MSW, PhD, CPCA
Dr. Amy is an internationally respected expert on life transitions and relational insights. Holding a Ph.D. in social work, she has consulted for the Financial industry and trained advisors for over 20 years. Thousands of people have benefited from her guidance through speaking engagements, educational programs, and coaching that deliver ROI.
As President & Founder of LifeBridge Strategies and creator of LifeMap, Dr. Amy brings 40+ years of experience working with aging families and understanding the complex intersection of life and money.
Her practical, empathetic approach helps advisors build deeper, more meaningful relationships with their clients while uncovering opportunities for more comprehensive financial planning.
Meet Your Host
Jonny Adams, ChMC, MCMI
Jonny Adams will host The Art of Deepening Relationships, opening the session and guiding the conversation alongside Dr. Amy.
Jonny is a Managing Consultant at SBR Consulting, a fellow Southwestern Family Company. SBR partners with financial services organizations to enhance strategic thinking, operational health, and sales effectiveness. Serving more than 1,000 clients across 38 countries, SBR helps institutions create a roadmap for sustainable success.
LEARN MORE ABOUT SBR CONSULTING
Read SBR’s report, State of the Financial Services Sector in 2026, featuring Dr. Amy.
