Turn Life Conversations into Organic Growth

Learn how leading advisers build deeper trust, strengthen family relationships and uncover growth opportunities using Amy D’Aprix’s proven LERA framework.

Turn Life Conversations into Organic Growth

Learn how leading advisers build deeper trust, strengthen family relationships and uncover growth opportunities using Amy D’Aprix’s proven LERA framework.

Most advisers focus on financial planning. The best advisers connect financial decisions to life transitions.

In this practical session, gerontologist and adviser coach Amy D’Aprix joins Jonny Adams to share simple techniques for navigating retirement, caregiving, wealth transfer and other key life events. You’ll learn how to build stronger client relationships, engage the next generation and create the emotional trust that drives long-term retention and growth.