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Who we are
Founded in 2013 by Amy Parvaneh, and based in Newport Beach, CA, Select Advisors Institute is a sales consultant and coach to the investment advisory industry, currently working with advisors who collectively manage over $70 billion in assets.
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 advisors that we love succeed.
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