Sessions That Educate, Motivate and Empower

When there is a death in a client’s family, do you say “I’m so sorry” like everyone else, or do they you know how to provide genuine comfort? Are you prepared to support an aging client showing signs of diminished capacity? As the client base ages, knowing how to support clients in transition plays a surprisingly large role in building the trust and confidence that is the foundation of lasting client relationships.

Internationally recognized as an inspiring and knowledgeable speaker, Amy’s keynotes and conference sessions offer practical insight on how to work with clients in transition and serve them in ways that benefit your clients, their families, and your firm.

IMCA National Conference Scottsdale

Schwab IMPACT Boston

LPL Business Forum San Diego

Financial Services Institute Washington, D.C.

AIG Advisor Group ConnectED National Conference San Antonio

AIG Advisor Group Women’s Conference San Diego

AIG Advisor Group Wealth Management Services Conference Miami

Ameriprise Private Wealth Advisors Washington, D.C.

Ameriprise Top Producers Conferences Phoenix (2)

Ameriprise Top Producers Conferences Palm Springs

Prudential President’s Conference Keynote Broadmoor

Prudential Life Founders Keynote Coronado

SunTrust Women’s Conference Atlanta

Cetera Advisor Networks National Conference Orlando

FPA NorCal San Francisco

Morgan Stanley Wealth Management Conference Baltimore

Investment Centers of America Conference San Antonio

Barron’s Top 500 Teams Las Vegas

Life Advisor & Staff Roadshow 6 Events & Cities in Australia