Dr. Amy D’Aprix: The Human Skills Driving Organic & Adviser Growth

About this episode

Financial advisers often lack the confidence to connect personal circumstances with financial planning. Dr Amy D’Aprix of Lifebridge Strategies joins Jonny Adams to introduce the practical LERA framework: Listen, Empathise, Reassure and Act. Learn how stronger human conversations can build emotional trust, improve client retention, support multigenerational wealth transfer and create organic growth, without adding unnecessary time to client meetings.

Available anywhere you usually listen to podcasts

Speakers

Dr Amy D'Aprix

President of Lifebridge Strategies

Dr Amy has spent 40 years working alongside financial advisers and helping firms build deeper client relationships.

Jonny Adams

Managing Consultant of SBR Consulting

Jonny is a chartered management consultant who leads global transformation programmes for over 15 years, across multiple sectors.