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Hiring an assistant is known to make one of the biggest impacts in an Advisor’s practice but it’s usually one of the most difficult decisions to make.

Most advisors think of the most cost effective and easiest way to proceed with this decision for two major reason: cost and training!

If you have an assistant, you probably know what I’m talking about and…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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