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If you’re not different, you’re the same! And if you come across as the same, you may not secure that intro meeting with an important prospect you’re competing against with another Advisor. That’s exactly why you should figure out and articulate what it is you’re known for.
This episode of Lessons Learned has everything to do with…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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