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When advisors start in the business, they tend to over accommodate or overlook things because prospects aren’t exactly dropping out of the sky and so Advisors will take the approach that they’ll let it go to get the business.

This might have allowed many Advisors to earn…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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