Become a
TRUSTED ADVISOR OF CHOICE
Master relationship-based advising
It's time to take client trust, loyalty, and referrals to a whole new level!
Comprehensive
Program
Packed full of insights, your skills will be infused with:
- Proven methods
- Engaging techniques
- Demonstrating value beyond investments
Transformational
Learning
Designed as self-paced, you can immediately benefit from:
- 9 relatable modules by topic
- 29 bite-sized video lessons
- Real-world case studies & examples
- CE accredited
Embed Into
Your Practice
Take advantage of ongoing tools and advice to set you up for success:
- Live coaching sessions
- Client engagement tools
- Conversation guides
“
The richness of the content far exceeds vocational relevance.
”
Brian V.
Advisor / CEO
24 years in Investment Management / Wealth Advising
Unlock your potential
Your clients experience Life Transitions throughout their lives – some they see coming and others they don’t.
Either way, each transition has practical, emotional, family, and financial implications.
Your expertise covers the financial aspects, and we teach you to go where your clients are. So you have the knowledge, skill, and confidence to make the connection between the non-financial and the financial.
Why now?
People are hungry for connection. Especially during times of change, or, today’s uncertain times. If you're a professional advisor, now's your opportunity to develop relationships that will last a lifetime.
Why Dr. Amy?
Dr. Amy D’Aprix 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 a decade. Thousands of people have benefited from her guidance through speaking engagements, educational programs, and coaching that deliver ROI.
“
I've been having better conversations with clients in the last two weeks. I just called a client and I ended up knowing more about him and building better rapport in 15 minutes than all my other previous phone calls.
”
Life Transitions
Discover the impacts of life transitions and learn how to have more meaningful conversations with your clients that lead to the financial planning necessary to be prepared for life changes.
Retirement
Help your clients plan what their retirement will look like and to recognize the changes they could face, so you can ensure they have enough money to live the life they want.
Estate Planning
Find out how to help your clients consider and manage the breadth of implications of creating Wills and POAs, so that they can leave behind the legacy they desire.
Caregiving
Learn about the implications of Caregiving and understand how to better prepare your clients for the financial repercussions with plans for their own care, if the need arises.
Difficult Life Transitions
How do you converse with clients experiencing a catastrophic life event? Learn how can you support them by dealing with the financial implications of what they are facing.
Connecting With Women
Women as clients – learn about their expectations; what they value; why this segment is very important to your business and how you can better connect and sustain these crucial relationships.
Connecting With Older Adults
Gain an appreciation for the aging process to deepen your connections with your older clients. Understand their fears for the future and what you can do to help them.
Tying Life Transitions to Financial Planning
Discover a unique way to demonstrate the importance of proactive financial planning to your clients and how to ask for referrals using what you’ve learned throughout this program!
Trusted Referrals
Learn how you can use all of the valuable tools and resources of a Trusted Advisor of Choice to increase assets with existing clients, generate referrals and attract new business.
If you would like to share information about this course with your team or manager:
Download Program OverviewFor Continuing Education Credits, our Trusted Advisor of Choice program has been
accepted by CFP Board for 8.5 credit hours
CIRO
accredited for 7.75 hours of Professional Development CE
qualified for 8.5 approved CE credits
“
I've taken a lot of courses and this is the best laid-out program. I can't believe the quality. Totally impressed with the videos, worksheets, love the tools.
Dr. Amy has made it so easy!
”
If you would like to speak to someone about this program, please reach out to us here.
“
100%
of our organization's participants would recommend the program to their colleagues.
”
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board also owns the CFP BOARD® service mark. Any marks owned by CFP Board are used with permission.
The FP Canada/MFDA CE Credit logo are trademarks of FP Canada. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
