“The ability to share my business development plan, ideas, challenges and opportunities with other like-minded, growth-oriented advisors on a bi-weekly basis is priceless.  It allows me to stay on course, have a study group to bounce ideas off of, and be ready with actionable steps for the next few weeks.”
— Toronto, Canada based team managing $780 million in assets
I’m dying to meet more people that are actually having success building from scratch ‘NOW’ vs in the 90s. To be able to do that on a group setting was incredibly valuable”.
— LPL Advisor

What is Coffee with Amy?

Coffee with Amy is a community. It is a self-selective community of the nation’s most ambitious and growth-oriented Financial Advisors and CPA’s, gathering to share best practices and hear from experts about better serving their clients and prospects. Our desire for growth makes us a united force to help each other!

Receive CFP CE Credits

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Since this is a LIVE webcam session (just bring your cup of coffee!), you will have the chance to ask questions about your challenges, do exercises, learn from your peers, join a community of like-minded advisors, and walk away with ideas for your practice. Your name can be kept 100% anonymous, if you so wish!

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Hi, I’m Amy!

I’m the facilitator of our Coffee with Amy programs, and seek to make all of our sessions educational and beneficial to you.

In Coffee Chats with Amy sessions, like-minded and ambitious financial advisors and wealth managers from across the globe gather on webcam/call to share their questions, experiences, and challenges, and hear speedy solutions from Amy Parvaneh.

Pricing: Get “Coffee with Amy” on its own or as part of our Personalized Coaching Program.