Advisory Amplified 2026
Your Story, Your Stage
About this lesson
Workshop: Find Your Story: How Trusted Advisors Stand Out in an AI World
Sponsored by 3Motion Creative
AI can pull the numbers and draft the analysis, but trust comes from the person who helps clients understand what it all means. In this workshop, you’ll draw on the experiences that have shaped your approach to advising and turn them into a story that communicates what you bring to the table. You’ll leave with a clear, confident way to explain what sets you and your firm apart.
This session corresponds to pages 69–77 in the workbook.
Earn your CPE credit
Finish the video, then take the short quiz to log your credit on Earmark.
You'll need a free Earmark account at earmark.app. Your certificate is issued as soon as you pass.
Questions about a quiz or certificate? Email support@earmarkcpe.com.