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It happens to all of us.  We’re presented with an idea, a suggestion, a proposal, a request and we’re not sure if it’s something we should say yes to.  Most of the time, there’s some obvious benefit to you.  For example…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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