Bridging Money and Meaning - NEW PODCAST EPISODE 75
Bridging Money and Meaning: Dr. Amy D'Aprix on Purpose-Driven Financial Advice (Ep. 75)
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.
Stream the full podcast for these, and more, valuable insights, at one of the links below :
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
