Welcome to The Club
Exclusive group coaching for high-performing financial advisors.
Led by Amy Jamrog, our monthly coaching sessions deliver innovative and authentic ideas and offer you a new perspective on business and life.
JOIN US
Your journey to unprecedented success starts here.
It's time to join The Club.
As a successful advisor, you're trying to manage your team, client relationships, marketing strategy, community involvement, and regulatory oversite. Who has time for all of this?
The Club is here to make your life easier.
Membership grants you access to cutting-edge content, innovative strategies, instant community, and high-level accountability. Limited to just 30 members, you can expect tailored coaching and valuable networking opportunities.
As a Club member, you'll get:
i(4)
Workshop
A full-day workshop in January 2025 for you and your team.
Monthly Coaching Calls
Live coaching and content calls happen monthly and last 90-minutes.
Monthly Open Office Hours
You'll have questions. Get them answered in these monthly sessions.
Members Only Website
Access to downloadable resources and call recordings at your fingertips.
Bet on yourself and Join The Club
We think you're worth the investment.Â
MEET YOUR COACH
Amy Jamrog, CFP®
Are you ready to learn?
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Amy has always had a passion for learning and teaching. As your coach and facilitator, she'll help you reimagine your life—business and personal—from all angles.
2025 Club Calendar
MONTHLY MEETINGS: Tuesdays from 1:30-3:00 PM EST (unless otherwise noted)
OFFICE HOURS: Friday of the same week from 10:30-11:30 EST
Jan 23
The i(4) Experience:Â A half-day workshop for you and
your team to kick off 2025.
Feb 11
Sales Ideas:Â Life insurance strategies and creative charitable giving
Mar 18
Practice Management: Understanding revenue per client and segmenting
your book of business appropriately
Apr 22
Sales Ideas: All things investments, asset gathering, alts, and ESG
May 13
Practice Management: Growing your business by understanding your
financials
Jun 24
Sales Ideas: New language for long-term care insurance, disability insurance,
and annuities
Jul 22
Practice Management:Â Building a marketing plan that fits your budget & your
brand
Aug 28
Fee Based Planning Workshop from 11-3pm ET: Fee-based planning workshop for you and your whole team
Sep 23
Practice Management: Q4 strategies to create a strong year-end
Oct 22
Sales Ideas: Specialty Bonanza! College planning, special needs planning,
and divorce planning
Nov 18
Practice Management:Â The Integration Sweet Spot
Dec 16
Wrap Up Meeting:Â Ten important business lessons to wrap up your year