We help Wealth Managers, Financial Planners, and Financial Advisors increase client retention and become
a magnet for referrals.
Are you at risk of losing your best clients to other advisors? Survey after survey shows that poor investment performance is often not the reason why clients are leaving.
I’m Dr. Amy D’Aprix and I help advisors genuinely connect with clients around non-financial issues then elegantly segue to the financial implications. Why - because clients don’t care about you, or what you can do for them, until they know you care about them.
If you’re interested in increasing your client retention rate and being a referral magnet, click the button below to learn more.Learn more >
About Dr. Amy
Amy D’Aprix is an entrepreneur who lives in Raleigh, North Carolina, with PhD in Social Work and has been coaching financial advisors, their clients, and organizations for over 30 years.
"Dr. Amy”, as she is affectionately known, is an internationally respected expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics. She provides professionally informed guidance on navigating life transitions and life quakes to ensure the success of life goals, financial and retirement plans.
“Clients don’t care about you until they know you care”. Dr. Amy teaches you a proven process to confidently navigate any non-financial conversation, demonstrate you understand and CARE about them (not just their money), then elegantly segue to the financial implications.
Dr. Amy’s North American clients understand the value that lifetime relationships bring to their bottom line and how being the Trusted Advisor of Choice makes them a referral magnet.
Case study for Wealth Managers, Financial Planners, and Financial Advisors
We help Advisors master relationship-based advising – taking client trust, loyalty, and referrals to a whole new level.
Free 30-Minute Session Reveals:
- What advisors are doing that inadvertently breaks down client trust and how to overcome it
- What successful Advisors have in common
- The proven process to have clients for life and become a referral magnet