top of page

what to expect

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

Peer to Peer coaching and education

​

Agnostic Advice

​

Competitive Contracts

​

Needs based service models

​

Support to help you build a better business

​

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

OUr Process

Trips

​

Marketing Money

​

Celebrity Speakers

​

Private Jets

​

Fancy Awards

​

Banquets

​

Massive Crowds

​

​

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

​

Onboarding

  • Review current carrier contracts

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

  • Receive access to our online training material

​

​

​

Co-Design Session

  • Build a marketing plan

  • Design your sales process

  • Evaluate and adjust your business structure

  • Evaluate staffing strengths and weaknesses

​

​

​

​

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.

​

​

​

bottom of page