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There are so many ways to market your practice as a financial advisor.  Some are easy to tell when they’re successful, meaning you do x and you see y as an immediate result.

Others, like sponsoring an event for example, are not so obvious.  Sponsorship’s can be…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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