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I commonly hear that prospecting for new clients is the biggest challenge for Advisors. In fact, many believe it’s the toughest part of this business. Even if prospecting comes more naturally to you, I’m sure you had moments where you’ve wished prospects would call you. Wishful thinking? Maybe when you’re new in the business. However, if you go about it differently, you CAN get …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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