Episode 33 - Dr. Amy D’Aprix: The Human Skills Driving Organic & Adviser Growth

Podcast: The Growth Workshop Podcast · Southwestern Family of Podcasts - Southwestern Family of Companies

Opublikowano: 2026-10-30

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, Empathize, 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.