Amy Salo
AUTHOR

Amy Salo

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Amy Salo has always believed that knowledge isn't just power—it's empowerment. Unfortunately, a career in financial services has revealed a glaring truth: many aren't getting the advice they deserve, and those who do aren't getting the full picture. Amy's mission is to transform advisory into an industry that’s genuinely consumer-centric, champions diversity, and collaboratively seeks improved outcomes to propel economic mobility in our communities. She believes it’s a mission we can only achieve by working together to alter the way people perceive our profession. Together with her partners, she spearheads Forest Hills Financial Group (FHFG), fostering a culture that magnetizes, nurtures, and retains a dedicated team of advisors. Their mission? Ensure the next generation prospers more than the last. At FHFG, they're not just about numbers—though 30,000 clients and about 100 career agents are a testament to our reach—but about instilling a business-owner mindset. This approach, fortified by a fierce focus on customer-driven and innovative planning techniques, positions FHFG advisors among the nation’s best and contributes to an advisor retention rate well above average. In addition to her role at FHFG, Amy has the distinct honor of serving as a director on the Finseca board (Financial Security for All), as chair of the Government Affairs Committee, the Standard of Conduct Committee, and as past chair of the Retirement and Holistic Planning working group. She is also a member of the Leadership Development and Training committees with Guardian’s Field Advisory Board. In all these roles, Amy wholeheartedly advocates for diversity and proper financial education within all communities. Amy professionally speaks about topics including: - Making the transition to a consumer-driven sales team - Why financial services is a great opportunity for women - The formula to overcome failure and boost advisor retention rates - Advisory in the age of influencers: What advisors and consumers should know - …And more
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