Author Archives: Ami

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.

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… Read more »

Do you have a good sense on how your year is going to end? Typically, that’s the case and now it’s just a matter of finalizing what you have pending… Read more »

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… Read more »

A lot of Advisors get to the point where they determine they NEED an assistant. Their time is stretched thin and they realize in order to keep growing, they need… Read more »

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… Read more »

In this business, it typically takes time before we see the results we’re working for and in this weeks episode, I share with you a specific technique that helps you… Read more »