Our very own Amy Leis, PhD, CFP® is offering an exclusive professional development program.
For those that don't know her, Amy is the owner of Juno Wealth Management and AmiableLife Coaching. She has over 20 years experience in financial services, both as a financial advisor, and also as a practice management and study skills coach. In her practice management series, Amy will teach you to master time management, implement effective practice management strategies, cultivate a relentlessly positive mindset and a whole lot more. Sessions are open to financial advisors and managers, corporate associates, and/or operations staff. The class descriptions are below, as well as links 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.
Building the Business
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
- Dates: 5 Tuesday Sessions in 2025 - Jan 14, Jan 28, Feb 11, Feb 25, March 11, 12-1:30 EST. Also includes 2 private coaching sessions dates TBD
- Note: Limited to 25 students
Finding Success as a Female in Finance
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: 2 Tuesday Sessions, Feb 4 & Feb 18, 2025, 12-1:30 EST. Also includes 1 private coaching session date TBD
- Note: Limited to 25 students
Getting Stuff Done: Time Management for Financial Professionals
Learn secrets of staying focused, time management tips & tricks, and how to overcome procrastination.
- Cost: $155 per person
- Dates: Tuesday, March 18, 2025, 12:00-1:30 EST
Getting Started as A Financial Advisor
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
- Dates: Tuesday, March 4, 2025, 12:00-1:30 EST
ADHD Advantage: Unlocking Your Full Potential As An Advisor
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
- Dates: Tuesday, Jan 21, 2025, 12:00-1:30 EST
Advisor Evolution: From Success to Significance
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: Wednesdays- Feb 12, Feb 19, 2025, 12:00-1:30 EST