DEAL Maker Video Series

It is commonly understood that a wealth management practice can grow through client referrals and getting COI introductions.

That being said, standard approaches to using these methods can take on average 3-5 years before results begin to show.

The Select Advisors DEAL Marker Program is a set of unique processes and systems, and developed through our extensive experience in marketing to family offices, endowments, foundations, and high net worth families.

Our goal is to help financial advisors more effectively grow their practice.

Business Development Foundation Series
1,397.00
  • Our most popular package!  Our easy to follow business plan training, which comprises of an 8-module video library, one-on-one coaching sessions, and program on building processes and campaigns, profiling your clients and prospects, and scheduling your time for more business development.
  • You will receive 2 personalized coaching sessions with one of our coaches
  • Each of the 8 modules comes with downloadable action guides and resources.
  • You’ll also get access to the 12-weeks of accountability videos we created that coach and support to make your goals a reality
  • Another thing you’ll have immediate access to is the Select Advisors private community. This will be your new, favorite place for socializing with like-minded people who’re investing their time and energy into learning the skills that helps them achieve their growth goals.
  • All of this will be yours, once you make your one-time-only investment of $1,397!
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Wealth Detector Mastery Training Series
1,497.00
  • Our goal is to bring an outside-the-box, creative methodology to your sales process. This includes our Wealth Detector Mastry Series, an 8-module, Step-By-Step Process for you to research more names to add to your pipeline.  These will include M&A activities, divorce situations, and other liquidity events that may need your services.  You will also find ways to get in front of these prospective clients.
  • In addition to finding new leads that are looking for your services, you will also learn action steps around "peeling the onion" pertaining to your clients, and understanding who they know.
  • You will receive 2 personalized coaching sessions with one of our coaches
  • Each of the 8 modules comes with downloadable action guides and resources.
  • Another thing you’ll have immediate access to is the Select Advisors private community. This will be your new, go-to place for socializing with like-minded people who’re investing their time and energy into learning the skills that helps them achieve their growth goals.
  • All of this can be yours for a one-time-only investment of $1,497
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Closing Mastery Training Series
1,497.00
  • Purchase our Closing Mastery Series, a 5-module training program on moving the ball forward with your prospects and being able to close.
  • Modules include better ways of articulating your value proposition, understanding investor needs and mutual benefits, enhancing the prospect experience, and much more.
  • You will receive 3 personalized coaching sessions with Amy Parvaneh
  • Each of the 5 modules comes with a video library, worksheets, and exercises.  
  • You will also be able to schedule a one hour mock practice with one of the Select Advisors teammates
  • Another thing you’ll have immediate access to is the Select Advisors private community. This will be your new, go-to place for socializing with like-minded people who’re investing their time and energy into learning the skills that helps them achieve their growth goals.
  • All of this can be yours for a one-time-only investment of $1,497
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Business Development Package
3,500.00

Get all three of our Mastery modules, which comprise of 9 sessions with our coaches, for a significantly reduced price.

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