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!

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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!

As seen in:

October Calendar of Topics

(All of our topics are focused on helping educate you so you can grow your practice and service your clients better)

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: As low as $300/month for unlimited access to all of our events