what to expect

What You'll Find at AMP....
What You won't find here....

Peer to Peer coaching and education

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Agnostic Advice

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Competitive Contracts

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Needs based service models

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Support to help you build a better business

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A home for top advisors that are tired of the traditional FMO

OUr Process

Trips

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Marketing Money

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Celebrity Speakers

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Private Jets

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Fancy Awards

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Banquets

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Massive Crowds

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Discovery Session

  • 20-30 Minute call to get to know you

  • Go over basic interview questions to get an understanding of your practice

  • Go over our "30 point business Audit"

Strategy Session

  • 30-45 minute call with screen sharing

  • Review your business audit results

  • Identify your top areas of concern

  • Layout a general education plan

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Onboarding

  • Review current carrier contracts

  • Complete SureLC data entry to begin moving carrier contracts to AMP

  • Receive access to our online training material

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Co-Design Session

  • Build a marketing plan

  • Design your sales process

  • Evaluate and adjust your business structure

  • Evaluate staffing strengths and weaknesses

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Tracking Phase

  • Ongoing accountability and implementation

  • Quarterly check in calls to evaluate progress and needs

  • Periodic updates and new ideas from our team

  • Attend periodic in person training events.

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