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Updating your business plan for the new year is important, I’m sure you’ll agree with that.

I’ve had a lot of Advisors tell me that they don’t see much of a difference in one year’s plan from another year’s plan.  Goals are written, business sources are nicely laid out, but…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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