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. Enrollment is intentionally limited so that every member benefits from personalized guidance and a strong community.
As a Club member, you'll get:
i(4)
Workshop
A full-day workshop in January 2026 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.
Practice Support Group
Your membership in The club includes one seat in Practice Support Group (a monthly coaching space) for either you or a member of your support staff. Each month’s topics are aligned with The Club's, so your entire team is working toward the same goals together.
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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.
2026 Club Calendar
MONTHLY MEETINGS: Tuesdays from 1:30-3:00 PM ET (unless otherwise noted)
OFFICE HOURS:Â Wednesday of the same week from 1:30-2:30 PM ET
Jan 20
2026 Kick-Off (12pm - 1pm ET)
Jan 22
The i(4) Experience:Â A half-day workshop for you andyour team to kick off 2026.
Feb 10
Growing Your Investment Business
Mar 10
Time Management
Apr 7
Creating Fresh & Relevant Insurance Language
May 12
Tracking the Metrics that Matter
Jun 9
Teaming, Succession & Continuity
Jul 14
Building Your Brand & Marketing Strategy
Aug 25
From Fact Finder to Implementation: A Financial Planning Live Experience (half-day workshop)
Sep 15
Using Technology & AI to Make Your Life Easier
Oct 20
Tax-Savvy Planning Conversations
Nov 17
The Client Experience
Dec 15
Reflect & Reset