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The Art of Deepening Relationships
Course Information
Content Level: Intermediate
NAPFA Subject Area: J-Communications
Course Description
Despite all the advancements in financial services, one thing remains constant - people want human connections, especially during challenging times. In this session, Dr. Amy D’Aprix shares the two biggest causes of breakdown in trust and how to overcome them. A new and compelling way to skillfully listen to clients, ask impactful questions to uncover clients’ specific needs, and authentically convey empathy are also discussed. Dr. Amy’s informed perspective will help advance your trust-building skills though putting the “personal” in personal financial planning.
Learning Objectives
  1. Learn the key underpinnings of deep-seated trust in client relationships
  2. Discover what it means to be a Level 3 Listener
  3. Help clarify clients' goals by asking high-impact questions
  4. Understand how to create more authentic connections through empathy
Dr. Amy D'Aprix

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, has provided down-to-earth, practical, and professionally informed guidance on Life Transitions to individuals, professionals, and organizations for over 30 years.

A compelling, pragmatic, inspirational speaker and coach, Dr. Amy has addressed thousands of Financial Advisors and their clients across North America. She provides sound guidance, humor, and enthusiasm in navigating Life Transitions to ensure the success of overall life goals and financial plans.  This passion is reflected in her two programs; Your Best Life Forward, a unique membership website that offers advice and guidance to individuals facing significant life transitions, and Trusted Advisor of Choicea practice elevation program for financial professionals to better understand their clients’ concerns and more proactively prepare for the life transitions they face.

Amy is also a Certified Professional Consultant on Aging (CPCA). She has authored the book, From Surviving to Thriving: Transforming Your Caregiving Journey and co-developed an audio coaching session and companion journal, Building the Bonds of Friendship at Midlife and Beyond. She also created the Life Memories Journal and Caring Cards to inspire more meaningful conversations between generations. Dr. Amy regularly featured and interviewed on television, radio, podcasts, and online publications.

Availability: On-Demand
Expires on Dec 31, 2023
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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