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.

I think many can agree that in today’s world, time is of the upmost value and there certainly doesn’t seem to be enough hours in the day to accomplish everything… Read more »

Whether it’s your first or fifth person, hiring someone to join your practice is a BIG deal. It’s an investment of money, yes. But, it’s not just that. It takes… Read more »

If you’re like most, you’ve created a business or marketing plan or both throughout your career. There’s a bazillion suggested templates out there ranging from simple to complex. After using… Read more »

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… Read more »

Like many advisors you know the impact that social media can have on the growth of your practice but you simply don’t have the TIME to implement a social media… Read more »

Have you ever brought on an intern? If you have, what was your experience? I’ve brought on dozens of interns for myself and for Advisors I’ve worked with throughout the… Read more »