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.

If you’re not different, you’re the same! And if you come across as the same, you may not secure that intro meeting with an important prospect you’re competing against with… Read more »

One sure way to keep things interesting in your practice is to explore different marketing initiatives. I know what you’re thinking and you’re right…Ideally you’re at the point where all… Read more »

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… Read more »

Ever feel like this business would be so easy if you could master client attraction? You’ve tried this, you’ve tried that. Some have worked out well, some have worked o.k…. Read more »

Serving your clients is important for a number of reasons: It keeps existing business on the books It creates opportunities for new business with existing clients…Read More

Updating your business plan for the new year is important, I’m sure you’ll agree with that. I’ve had a lot of Advisors tell me that they don’t see much of… Read more »