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.

Wouldn’t it be nice to have your best year ever?? I mean, completely knock the ball out of the park?? One way to do that is…Read More

I don’t know about you but I was originally attracted to this business because I saw an opportunity to have control over my income and schedule. The caveat? Read More

Have you ever had a mini panic moment suddenly, wondering if you took care of something for a client? I know I did many times early on in my career. … Read more »

Don’t forget to ask for referrals!! Yep, we tell it to each other, we tell it to ourselves, yet it seems like it’s still something that goes undone more often… Read more »

Are you running your business like a professional? In this weeks vlog, I explain why systems are so important, using an example from a book that inspired me 16 years… Read more »

It happens to all of us. We’re presented with an idea, a suggestion, a proposal, a request and we’re not sure if it’s something we should say yes to. Most… Read more »