Free Resources
4 Tips for Engaging Both Spouses The Caregiving Crisis The Art of Deepening Relationships Increasing Client Longevity Women, Life, and Money
Home About Us Speaker LifeMap Trusted Advisor of Choice Contact Store Login

Women, Life & Money

Learn How to Better Connect with Women Clients

Women are shaping the future of wealth, yet many feel disconnected from the financial conversations that matter most to them.

Inside this resource, you’ll discover how to:

  • Engage women clients through more empathetic, personalized conversations
  • Build trust by listening deeply and asking the questions that matter most
  • Connect financial planning to life transitions, caregiving, and family priorities

Research shows:

  • Women are expected to control $34 trillion in investable assets by 2030. Source: Citizens Bank/McKinsey

This represents one of the largest shifts of wealth control in history.

  • 80% of women will be solely responsible for their finances at some point during their lives. Source: UBS

About LifeBridge Strategies

LifeBridge Strategies, founded by Dr. Amy D’Aprix, helps professional financial advisors become more competent and confident in talking to their clients about life transitions, so they can more easily bridge the gap between life and money. We also provide solutions that advisors can share with their clients on the practical, emotional, and family aspects of transitions.

Amy D’Aprix is an internationally respected expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics. With a Ph.D. in Social Work, “Dr. Amy,” as she is affectionately known, provides down-to-earth, practical, and professionally informed guidance on Life Transitions to individuals, professionals, and organizations. Dr. Amy has inspired thousands of financial advisors and their clients across North America. She has consulted for the financial industry and trained advisors for over 20 years, providing sound guidance in navigating life’s events and challenges to ensure the success of overall life goals and financial plans. 

This passion is reflected in LifeBridge Strategies offerings, such as Trusted Advisor of Choice™, a program for financial professionals to better understand their clients’ concerns and LifeMap™, an exclusive membership site to help advisor's clients proactively prepare for the life transitions they face. Amy is a Certified Professional Consultant on Aging (CPCA) and is regularly featured and interviewed on television, radio, podcasts, and online publications.