This new set of learning programs, offered by Amy Leis, PhD, CFP® will teach you to master time management, implement effective practice management strategies, cultivate a relentlessly positive mindset and much more! Take charge of your career growth by signing up today!
All are welcome. Sessions are open to financial advisors and managers, corporate associates, and/or operations staff.
Click on the links below to register and access more information about the program offerings. If you have questions, please reach out to Amy Leis: email: study@amiablelife.com or text: 267-218-1415.
Space is limited. Sign up now!!
Back by popular demand, this learning program is ideal for financial advisors with 10 years or less in the industry. Learn all the basics to build your business, from marketing and client acquisition, to time management and financial planning in practice.
Cost: $965 per person.
Date: This is a 5-part program with sessions beginning on Tuesday, January 14, 2025.
Discover how to turn ADHD into your greatest asset. You’ll learn how to stay focused, organized, and productive. No official diagnosis needed—if you struggle with an attention imbalance, this workshop is for you!
Cost: $155 per person.
Date: Tuesday, January 21, 2025 | 12:00 - 1:30pm ET
Welcome to the boys club! Ideal for female financial advisors, this learning program will teach you how to find success within the patriarchy, define your brand, and defeat imposter syndrome.
Cost: $475 per person.
Dates: This is a 2-part program with sessions on Tuesday, February 4 and Tuesday, February 18 | 12-1:30pm ET
You’ve built your practice. Now step into the next phase of your career with confidence and purpose. Designed for seasoned advisors with at least 10 years of experience, this learning program explores strategies around succession planning, teaming, mentoring next gen, and leaving a lasting impact on your firm and clients.
Cost: $435 per person.
Dates: This is a 2-part program with sessions on Wednesday, February 12 and Wednesday, February 19 | 12-1:30pm ET
Ideal for anyone considering becoming an advisor, this program will teach you the behind the scenes of being a financial advisor, attracting and working with clients, and financial planning in practice.
Cost: $125 per person.
Date/Time: Tuesday, March 4, 2025 | 12:00 - 1:30pm ET
Learn secrets of staying focused, time management tips & tricks, and how to overcome procrastination.
Cost: $155 per person.
Date: Tuesday, March 18, 2025 | 12:00 - 1:30pm ET