Your goal is to be your clients’ Trusted Advisor.

Our goal is to be yours.

We believe one of the best ways to earn your trust is through delivering real-world insights, enhanced value, and practical tips and techniques which you can use immediately to engage clients.

After all, it's the human connection that will give you a competitive advantage.

Join us for all 4 complimentary webinars or pick the ones most relevant to elevating your practice.

Increasing Longevity

Enhance Client Loyalty by Addressing Long-term Health

The impacts of living longer are top-of-mind for clients. Discover how addressing longevity is a necessary strategy for improving outcomes and a proactive way to engage clients' heirs around the common bond of later-life health planning.

Thank you to all who attended!

1 hour CE credit has been granted by CFP Board.
(Canadian CE not available) 

The Caregiving Crisis

and the Role Advisors Play

Why is this inevitable life transition a crisis for so many? Uncover the practical, emotional, family, and financial implications of Caregiving to better understand your clients’ struggles. Explore the different options and costs of care that will inform personalized planning and how to engage multi-generations in the conversation.

Thank you to all who attended!

1 hour CE credit has been granted by CFP Board,
.75 credit by CECAP/IIROC and FP Canada

Life & Money

Connecting the Dots

Women are living longer than men, half of all marriages end in divorce, and most women will be solely responsible for their financial well-being at some point in their lives. Learn proven techniques for engaging couples and single women in a way that delivers on what women value most - connecting their lives to their money.

Thank you to all who attended!

1 hour CE has been granted by CFP Board.
(Canadian CE not available)

The Art of Deepening Relationships

Trust is Key to Client Loyalty

Despite all the advancements in financial services, one thing remains constant - people want human connections, especially during challenging times. Discover the two biggest causes of breakdown in trust and how to overcome them by putting the “personal” in personal financial planning.

Wednesday, October 27 at 12pm ET
(11am CT, 10am MT, 9am PT)

1 hour CE credit has been granted by CFP Board,
CECAP/IIROC, and FP Canada

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.


What our Webinar attendees are saying...

Caregiving is such an important part of the financial piece. Thanks again for the great information!

Very educational. It's so important to plan for Healthcare in Retirement. Dr. Amy was a breath of fresh air.

Excellent topic. Dr. Amy was impressive.

Great presentation. She was fantastic. Extremely helpful ideas.

99% would recommend this presentation to others!

(The Art of Deepening Relationships)

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.