Become a
Trusted Advisor
of Choice
Enhance client retention, including surviving spouses/partners
Differentiate from the competition
Enhance client satisfaction
Improve client acquisition/prospect conversion
Increase share of wallet with current clients
Improve ease of obtaining qualified referrals
Secure intergenerational wealth transfer
Increase client engagement in financial planning
Create more robust financial plans
You’re savvy at building relationships,
but have you mastered relationship-based advising?
In today’s environment, the only way an Advisor can set themselves apart is by creating and maintaining more authentic and deeper relationships with clients. This means understanding them as people with life issues that have financial implications, rather than simply knowing about their money.
A game-changer for your career.
Packed full of insights, Dr. Amy's Trusted Advisor of Choice Program offers you a transformational education in how to provide exceptions experiences. This course spans 8 key topics with 27 lessons that will challenge your thinking, attitudes, and behaviors towards your approach to client relationships.
Life Transitions and Their Implications for Clients
Retirement
Estate Planning
Caregiving
Difficult Life Transitions
Connecting With Women As Clients
Connecting With Older Adults
Financial Planning for Life Transitions
Instructional Videos
Advisor Resources
Client Tools
Case Studies
Conversation Guides
Practice Exercises
Coaching Sessions
Marketing Support
Get a leading edge.
Be a Trusted Advisor of Choice.
START TODAY
Learn at your pace, on your schedule.
You can customize your learning experience by accessing video lessons and materials online, whenever it's most convenient for you. Download helpful tools to share with clients, along with resources, guides, and exercises to truly embed your learning into your client interactions.
Why Dr. Amy?
With both a masters degree and PhD in social work, Amy bridges the gap between the needs of clients and business success. She has trained and coached advisors for over a decade and has now developed innovative methods for building and evolving client relationships. You can take advantage of these unique client insights to grow loyalty and referrals as a Trusted Advisor of Choice.
Ready to forge deeper, more authentic relationships with your clients?
Start the Trusted Advisor of Choice Program Today
