“Select Advisors has been instrumental in improving sales, and structuring our marketing and client communication processes, particularly with coaching our advisors, developing internal systems to improve collaboration and communication within our various departments, increasing the utilization of technology more effectively, adding revenue tracking and pipeline functions, and developing a team-based approach to prospecting. ”
Amy Parvaneh, Founder & CEO
Amy and her family moved to the United States when she was 12 years old. Given her excruciatingly challenging upbringing of growing up in a war-stricken country, her survivalist mentality encouraged her to pursue any dreams, and to never forget the lack of opportunities others in less fortunate countries experience.
Amy received her MBA from Duke University, and soon joined the Investment Management division of Goldman Sachs & Co., where she shattered management expectations for the speed she brought to the firm a client base whose net worth exceeded a billion dollars. But even that was too small for her, and she knew her passions were much wider than working at a large institution.
In 2013, Amy launched Select Advisors Institute to motivate, train, and partner with service providers who are looking to grow at the same pace and trajectory she has grown her career and businesses.
Ms. Parvaneh speaks frequently about motivating sales teams, having a vision and sticking with it, having a sense of urgency with prospects, and building trust and lasting relationships with clients and prospects by being hungry, humble, and true to yourself. She also teaches about cutting edge methods to get in front of prospects to articulate how you are unique.
Besides an MBA from Duke University, Amy has a degree in Luxury Brand Management and marketing to high net worth consumers from ESSEC University in Paris, France.
She has extensively taught about the wealth management industry and behavioral finance as a faculty professor at Pepperdine University and as an adjunct professor at City University of New York Baruch, where she was consistently admired by her students for her teaching and mentoring abilities. Some of the topics she has taught on include Derivatives, Risk Management, Behavioral Finance, Wealth Management Pricing, Equities, Fixed Income, Portfolio Management, and much much more.
She is an industry respected thought leader, speaker, columnist, author, and consultant, and has been a leadership speaker at various educational functions, both for advisors and for their end investors. Most recently, she has been a keynote or breakout speaker at the Private Banking Investment Group (PBIG) Conference for Merrill Lynch, Robert W. Baird National Conference, United Capital Executive Summit, Foothill Securities Conference, BluePointe Capital Client Educational Conference, and much more.
She has also been featured in the WSJ, Barron's, Michael Kitces Financial Advisor Success Podcast, InvestmentNews, RIABiz, and much more.
Customized sales training financial advisors is the targeted practice of tailoring sales skills, messaging, and process to the unique needs of financial professionals. This article explains why customized sales training financial advisors improves client conversations, compliance alignment, and conversion for RIAs, wealth managers, CPAs, and advisory teams. We outline practical frameworks, tiered applications for HNW and mass affluent clients, common pitfalls, and the technology that supports scalable personalization. Drawing on Select Advisors Institute's global experience, this guide positions SAI as a trusted, globally recognized authority that blends compliance, branding, and strategy to elevate annual reviews, succession planning, and high-net-worth conversations. Read on to build more confident, compliant advisor teams.