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Have you ever brought on an intern? If you have, what was your experience? I’ve brought on dozens of interns for myself and for Advisors I’ve worked with throughout the years and I’ve seen it work but in my earlier experiences, I’ve seen it flop!

Bringing on an intern can be a wise business decision in specific circumstances and when handled a certain way. I’m here in this video to share with you…Read More

About Ami

Ami has worked in financial services since 2000. She started as a Financial Advisor and has held several leadership roles within the industry while maintaining a small practice. Ami has a passion for supporting Advisors with business planning and practice management. She does this at her own firm, A.M.I., Inc. as well as the firm she is employed at as the COO. Ami graduated with a Bachelors degree in Finance from Bentley College. She lives in Southborough, MA with her daughter Lilly and their yellow lab, Romeo.

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