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’ve been asked numerous times, what’s the best way to train an associate who is new to my practice and the industry? I’ve worked closely with Advisors on just how… Read more »

Time management is something that we all struggle with, especially as business owners. In addition to your leading activities – things that you do each day…Read More

If you were offered a role with a firm that paid you well, but only paid you when you were in front of people, how focused would you be in… Read more »

I know so many advisors that sell themselves to their clients using tactics like: promising better market returns, offering a unique planning process, committing to frequent review meetings, using a… Read more »

If you’re one of the many that wish you received more referrals from your clients, ask yourself the question, do you deserve referrals?. You can’t expect referrals when you have…Read… Read more »