COMPLIMENTARY WEBINAR
The Client Event Strategy
to Build Relationships and Grow Your Practice
 TUESDAY APRIL 21 | 12PM ET | 30 MINUTES
Many advisors struggle to stay connected with clients between meetings. Life transitions like caregiving, retirement, divorce, and family changes happen on their own timeline, and when you're not part of the conversation, clients turn elsewhere.
Strategic Client Events can change that. They're a proven technique to add genuine value and create natural paths to more relevant planning conversations.
Dr. Amy D'Aprix will walk you through a proven approach that has been tracked, measured, and directly linked to meaningful business growth.
A PROVEN TRACK RECORD
Dr. Amy was the keynote speaker at hundreds of in-person, client roadshows for a leading financial institution. She presented to advisors' clients about the life side of money and the impacts of retirement, caregiving, estate planning, and family dynamics.
For 7 years, the results were rigorously tracked with amazing results.
Over $1 billion in additional AUM
directly attributed to the client engagement these events created
Dr. Amy has adapted this business growth model for virtual delivery, making it accessible to any advisor regardless of geography or firm size.
WHAT YOU'LL LEARN IN 30 MINUTES
The right topic resonates
Connect to your clients' most common life concerns for greater impact
Expand your book
Why your invitation list should include clients AND carefully selected prospects
Positioning your value-add
Language and scripting that increases attendance and feels natural
A done-for-you system
What a turnkey Client Event looks like, from registration through follow-up
Ongoing engagement
Turn a single event into deeper conversations and inspire referrals
THIS SESSION IS PERFECT FOR ADVISORS
Wanting to stay ahead of client disengagement and strengthen next-generation relationships
Ready to engage women clients and spouses more effectively
Focused on deepening client relationships beyond the portfolio review
Committed to connecting life and money, not just managing investments
Looking for a repeatable strategy for staying connected between meetings
MEET YOUR PRESENTER
Amy D'Aprix, MSW, PhD, CPCA
President & Founder, LifeBridge Strategies
Dr. Amy is an internationally respected expert on life transitions and their intersection with financial planning. She has consulted for the financial industry and trained over 2,500 advisors across North America for 20+ years.
Her mission is to further help families navigate retirement, caregiving, estate planning, and complex family dynamics through their most trusted advisors. Dr. Amy's practical approaches help uncover opportunities for more comprehensive financial planning.
WHAT ADVISORS ARE SAYING
"Great presentation. Dr. Amy was fantastic. Extremely helpful ideas."
"I've been in the business over 20 years and this information is helping me hone my skills."
"Dr. Amy was able to evoke introspection and warm humor into a valuable session."
"This was meaningful and inspiring. I've added another much needed dimension to planning for retirement other than financial."
Ready to transform your client engagement?
Just 30 minutes to learn how client events can grow your practice.
© 2026 LifeBridge Strategies | A Southwestern Family Company
