Common Advisor Challenge Feedback

(Watch Amy's video feedback regarding a common financial advisor challenge)

Advisor Challenge Feedback - June 2017
Advisor Challenge Feedback - May 2017


Our firm has been approved to be a member of the TD Ameritrade Affinity Services Program*

Our firm has been approved to be a member of the TD Ameritrade Affinity Services Program*

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.

*TD Ameritrade and Select Advisors are separate, unaffiliated companies and are not responsible for each other's services and policies. Access to Morningstar is provided by TD Ameritrade Institutional as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade does not guarantee nor is it responsible for the completeness or accuracy of the data provided by third-party firms or for the quality of any third-party firm's product or service. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with Permission.