Episode 191 Dr. Amy D'Aprix: Financial Planning For Life's Major Transitions
Episode Details

Dr. Amy D'Aprix, Founder and President of LifeBridge Strategies, has over two decades of experience coaching financial advisors on how to best serve clients as they navigate life transitions such as aging, retirement, and estate transfers. We sat down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor of Choice CE help advisors have more meaningful client conversations that build trust and foster multigenerational relationships.

Episode cover art for Episode 191 Dr. Amy D'Aprix: Financial Planning For Life's Major Transitions
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