No Comments on

The season of giving is upon us.  The holidays provide the perfect opportunity to recognize your staff with a financial bonus just in time for their holiday shopping.  As this is common amongst Advisors, what can be quite different are the metrics used to determine …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.

Leave a Reply

Your email address will not be published. Required fields are marked *