Founded in 2013 by Amy Parvaneh, and based in Newport Beach, CA, Select Advisors Institute is a sales coach, branding manager, and consultant to professional service providers, including accounting firms, law firms, and financial organizations.
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
The number one constraint holding us back from growing our practice is time. With so many obligations, from family to client servicing, it seems like a waste of time to go to a networking event or take out a referral source to yet another lunch. Read this article we published in Barron’s to hear our views and recommendations for better managing your time.
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.