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Trusted by 250,000+ Professionals

"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

1/4

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Mary Schmid

4.7 / 5

Neuroscience of Trust
Conversational Intelligence
Client Relationship Building
Advisor Communication Training

Mary Schmid, MBA, is the author of Make or Break Conversations and the creator of the Conversational Edge System for financial professionals. She specializes in teaching advisors neuroscience-based tools that build trust and deeper client connections. By transforming routine meetings into trust-building experiences, Mary enables professionals to foster loyalty and shift from purely transactional conversations to lasting, transformational relationships. Her methods empower advisors to lead with trust so clients feel safe, understood, and engaged.

Her evidence-driven approach equips teams with principles and practical techniques for mastering conversations, driving long-term success. Mary’s work helps advisors build more meaningful partnerships and elevate every client interaction.

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