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Founded in 2013 by Amy Parvaneh, and based in Newport Beach, CA, Select Advisors Institute is a sales coach, manager, and consultant to the investment management industry, currently working with advisors who collectively manage over $100 billion in assets.

At Select Advisors, we focus on the people behind every advisory practice, ensuring they have all the sales and marketing tools and strategies needed to grow their business and promote it to their target audience.

Our Growth Solutions

Our mission is very simple: To help a select group of investment managers we truly believe in succeed and grow, through better methods of finding new opportunities, better ways of connecting with their prospects, and better ways of marketing themselves. Through research, training, coaching and collaboration, we build processes around an institution's sales and marketing efforts to make its growth objectives more predictable, effective and organized.

Our process? The use of every single tool in our toolkit to help financial advisors that we love succeed.

Our Insights