Dr. Amy’s Trusted Advisor
of Choice Program
Transform the way you work with clients and watch your business soar.
Start TodayEnhance 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.
Dr. Amy gets to the heart of how Advisors approach their relationships with clients in her Trusted Advisor of Choice Program, an 8-module course that includes:
Life Transitions and Their Implications for Clients
Retirement
Estate Planning
Caregiving
Other Life Transitions and Changes
Working With Women
Working With Older Adults
Financial Planning for Life Transitions
Instructional Videos
Advisor Resources
Client Tools
Case Studies
Conversation Guides
Practice Exercises
Coaching Sessions
Marketing Support
Start your journey to being a
Trusted Advisor of Choice today.
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.
Every life transition has financial implications. Trusted Advisors of Choice also understand the practical, emotional, and family implications of life transitions and how to tie these to financial planning.
Ready to forge deeper, more authentic relationships with your clients?
Start the Trusted Advisor of Choice Program today
