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.
Personalized Sales CoachingGroup and one-on-one coaching, customized to the specific needs and service offerings of your firm
Group CoachingFor offsites, training programs, or conferences, we provide elements of our Deal Maker sales coaching curriculum to stimulate, motivate, and inform your team
Management ConsultingWe can serve as that outside perspective, building processes, sales training programs, and coaching sessions to help your entire firm grow
Practice ModernizationBeautify and Modernize your brand through a new website, brochures, newsletters, events and PR
Women are poorly represented among the nation’s fastest growing and largest financial advisors. Even when there are no external roadblocks, women are often stymied by self-doubt: With one or two rejections, they decide this just isn’t for them. But there’s a deeper obstacle, one that I’ve seen consistently in my own successful advisory career and now as an advisor coach. Very simply, most women are afraid to bring out their persistent, more forceful nature—they’ve been conditioned to keep it under wraps. But that nature is essential to get in front of more opportunities and close business. Here's how to conquer that.
On a daily basis, we hear from financial advisors complaining that their work is commoditized, meaning everyone else is doing it. With 2 million advisors and growing, that may sound like a legitimate frustration, but we don't buy it!