In this episode, Duncan sits down with Dr. Amy D’Aprix, a certified gerontologist, life transition expert, author, and the founder of LifeBridge Strategies to talk about how financial professionals can go beyond the numbers and deepen their client relationships.
Amy has spent decades helping advisors bring more empathy, purpose, and relevance into their process. Our conversation centered around the “life side” of retirement, how to align money with meaning and position yourself as the advisor of choice, especially in a world where loyalty, longevity, and family dynamics are all evolving.
In this episode, they discuss:
- How to elevate your conversations beyond financial metrics and into what truly matters to clients
- A simple framework, Listen, Empathize, Reassure, Act (LERA), to make empathy part of your process
- Real-world stories of how authentic connection drives client retention and high-quality introductions
- Why it’s essential to build relationships with the entire family, especially women and the next generation
- How to help clients (and yourself) avoid burnout by rethinking retirement as a shift toward fulfillment
- Tangible ways to become indispensable in a time when AI can replace knowledge, but not emotional intelligence
If you’re looking to become more referable, more memorable, and more valuable, this conversation will give you practical ways to do just that.
Resources:
- Learn more about Dr. Amy and her work: lifebridgestrategies.com
- Book recommendation: When Bad Things Happen to Good People by Harold Kushner
Connect With Duncan MacPherson:
- Pareto Systems
- 866.593.8020
- Schedule a Call
- Duncan on LinkedIn
Connect with Dr. Amy D’Aprix:
About Our Guest
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.
A compelling and pragmatic speaker, and coach, 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). She has authored the book, From Surviving to Thriving: Transforming Your Caregiving Journey and created the Life Memories Journal and Caring Cards to inspire more meaningful conversations between generations. Amy is also a Director of The International Federation on Ageing.
Dr. Amy is regularly featured and interviewed on television, radio, podcasts, and online publications.
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