Trusted Advisor of Choice

With the Trusted Advisor of Choice program, your advisors will have access to a series of instructional videos along with a complete tool kit of resources for support. 

Each module of the Trusted Advisor of Choice program follows a similar format, starting with an instructional video from Dr. Amy and supported by:

Advisor resources      
Client-facing tools     Case studies

Conversation guides      Practice exercises

Live Coaching sessions

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Equip your advisors with everything they need to help their clients.

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