Meaningful Human Connections
are a Competitive Advantage
What your clients really care about is having a positive, emotional connection with their Advisor. Learn why these experiences increase loyalty and engagement, and how they make you more referable.
Join Dr. Amy for all complimentary webinars, or pick one most relevant to elevating your practice.
(If your team, colleagues, or others would benefit from this content, feel free to share.)
We promise you’ll get something helpful out of each 1-hour session AND you'll receive a reference takeaway to keep, as well as CE credit (pending).
Register for Webinars NOW >
Essential Conversations
The Role Advisors Can Play
Most people don't want to talk about money, estate plans or their wishes for caregiving, despite these all being a top priority. Talking to the most important people about the most important things can be life-changing for your clients and is great for business. Tune in to learn the benefits, a process you can share with clients in having these conversations, and how this may lead to meeting the next generation.
Wednesday, November 16
12 – 1 pm ET
(11 am CT, 10 am MT, 9 am PT)
1 hour CE is pending from CFP Board.
Women, Life, & Money
Connecting the Dots
Women are living longer than men, more women are single by choice or circumstance, they're building substantial wealth, and stand to inherit over $30 trillion in the coming years! Gain insight into what women want from today’s Advisors and learn proven techniques for engaging them in a way that delivers on what women value most – connecting their lives to their money.
Thank you to all who attended!
Aging Well
Encouraging Clients to Think Beyond the Money
Life plans should involve more than just money. In addition to Financial Wellness, learn to talk to your clients about the importance of Cognitive and Emotional Wellness, Connecting Well, Moving Well and Eating Well. You can encourage clients to maximize each of these 'Wells' to improve the quality of their lives, both physically and mentally, to help increase their chances of living healthier and happier, well into old age.
Thank you to all who attended!
What our Webinar attendees are saying...
I've been in the business over 20 years and this information is helping me hone my skills.
Great presentation. Dr. Amy was fantastic. Extremely helpful ideas.
Dr. Amy was able to evoke introspection and warm humor into a valuable hour of our time.
This was meaningful and inspiring. I've added another much needed dimension to planning for retirement other than financial.
Amy D’Aprix, MSW, PhD, CPCA
Dr. Amy 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.
