Maximize your revenue by revamping your brand!

May 23rd - 24th, 2019

Newport Beach, CA

Come join other like-minded financial advisors of all different levels develop, hone and master their sales, marketing, branding and team efforts in order to maximize their revenue

Watch our video on brand development and repackaging your value proposition

 
 
 
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Details:

1:00PM May 23rd to 1:00PM May 24th

Newport Beach, CA

 

What you will gain

Our team will arrange you with teammates who are your peers and in the same spot as you in their careers, facing the same challenges and having the same goals

Our team will arrange you with teammates who are your peers and in the same spot as you in their careers, facing the same challenges and having the same goals

Detailed Strategy Analysis in Small Group Setting

Unlike large industry conferences where so much information is thrown out with little time or room for actual implementation and execution, our bootcamps are capped at 15 advisors to allow for deep conversations around your existing brand, your strengths, your weaknesses, your story, and your ideal client profile. Furthermore, you will be paired with 1-3 advisors who will have a similar look and feel to your practice, so you can have a common background to come up with strategies together.

You will work with your peers and with our coaches to:

  • Discuss challenges and come up with actionable items to resolve them

  • Pinpoint your Ideal Client Profile and navigate the market for best resources for you to grow your practice

  • Create actionable strategies for building a larger prospect list and grow your practice

  • Discuss practice strategies to streamline your activities and build momentum in a faster manner

A Key Focus on Personal Branding

It’s probably not news to you that what you are currently offering, which is probably at the top of its game, is offered across the nation by other advisors as well. The key is this: What sets YOU apart? What is your character that will differentiate you from the rest.

Work hands-on with our team to target that, and build your entire brand and strategy around a human, not product, element.

Watch Amy’s video below on her personal story, and how fine-tuning yours can help you immensely in connecting

Learn how developing a personal story and brand can help you immensely connect with your target market

Upon solidifying your personal brand and messaging, we will help you express it with the right tone and expression to ensure your audience hears what you have to say. This content will be recorded (optional) so you can take it back to your office to…

Upon solidifying your personal brand and messaging, we will help you express it with the right tone and expression to ensure your audience hears what you have to say. This content will be recorded (optional) so you can take it back to your office to use for years to come.

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Your Brand, Marketing and Sales Manual

During our time together, you will gain insight, strategies and tools to put together into a comprehensive business plan manual.

This business plan can be used as your go-to upon returning to your office. It will include details like:

  • My elevator pitch

  • My LinkedIn messaging

  • My sales strategy that is my “low hanging fruit”

  • My weekly and monthly activities to ensure enough in my pipeline

  • My approach to the leads in my existing pipeline to ensure a faster close

Additional Tools Included:

Hotels and Accommodations

 

The event will take place in beautiful Newport Beach, CA

  • We recommend flying into John Wayne International Airport (SNA)

  • We recommend staying at the Fashion Island Hotel, Newport Beach Marriott, or the Hyatt Regency

The best financial advisors understand that ongoing growth requires more than just technical expertise—it demands leadership, communication skills, and the ability to navigate complex client relationships. An executive coach specializing in financial advisors helps professionals refine these skills, ensuring they can effectively articulate their value, build trust with clients, and lead their firms to long-term success. Select Advisors Institute offers tailored coaching that equips advisors with the mindset and strategies needed to excel in a competitive market.

One of the key benefits of working with a top-tier coach is accountability. Even the most experienced advisors can fall into patterns of inefficiency, losing focus on business development and client engagement. A coach provides structured guidance, keeping financial professionals aligned with their goals while identifying blind spots that may be holding them back. With Select Advisors Institute’s executive coaching, financial advisors receive personalized strategies designed to maximize productivity and accelerate business growth.

Beyond business strategies, coaching also helps financial advisors develop a resilient and success-driven mindset. The ability to manage stress, overcome challenges, and maintain confidence in high-stakes situations is what separates the best advisors from the rest. Through proven coaching methodologies, Select Advisors Institute empowers financial professionals to lead with clarity, adapt to industry changes, and stay motivated, no matter the obstacles they face.

For financial advisors who want to attract high-net-worth clients and scale their firms, investing in the right executive coaching program is a game-changer. The best coach for financial advisors is one who understands the nuances of the industry and provides actionable insights tailored to each advisor’s strengths and business model. Select Advisors Institute has helped countless financial professionals unlock their full potential, strengthen client relationships, and position themselves as top-tier advisors in their field.

Building a Digital Presence to Market Your Financial Advisory Business
Marketing a financial advisory business begins with establishing a strong online presence. A well-designed website optimized for search engines ensures potential clients find you easily when searching for financial guidance. Include client-focused content like blogs, FAQs, and financial calculators that address common concerns and demonstrate your expertise. Additionally, leverage social media platforms such as LinkedIn and Twitter to share success stories, financial tips, and industry insights. These platforms not only help establish credibility but also encourage engagement with your target audience, building trust over time.
Leveraging Personalization and Client Insights in Marketing
Personalization is key to effectively marketing a financial advisory business. By understanding your clients’ unique goals and challenges, you can craft tailored solutions that resonate with them. Utilize tools like email marketing to deliver personalized financial planning tips, reminders, and market updates. Hosting client-centric events, such as webinars or workshops, further positions your firm as a valuable resource. Don’t forget to gather feedback from existing clients to refine your messaging and ensure your strategies align with their needs. These efforts build loyalty and attract referrals, creating a sustainable growth pipeline for your advisory business.

How to Restructure Compensation in a Financial Firm—and Lead with Authority

If your financial firm’s compensation plan hasn’t evolved in the last 3–5 years, you’re already behind. The industry has shifted—clients are savvier, advisors are more entrepreneurial, and firm loyalty is no longer guaranteed by title or tenure. In this new era, compensation needs to do more than just pay people. It must attract talent, drive behavior, reward value creation, and retain top performers.

Done right, restructuring compensation can become a catalyst for growth. Done wrong, it can trigger attrition, stall momentum, and confuse your value proposition.

What a Strategic Compensation Restructure Looks Like
Restructuring is not about tweaking numbers—it’s about reengineering your talent engine. The most effective financial firms today are designing compensation with three things in mind:

Alignment with firm goals: Compensation should reinforce the activities that move the business forward—whether that’s business development, client retention, or team leadership.

Advisor segmentation: Rainmakers, relationship managers, service advisors, and junior planners all bring different value. Pay structures should reflect that diversity.

Transparency and predictability: Ambiguity kills motivation. Advisors need clarity on how they earn, how they grow, and how they advance.

A successful restructure might include the introduction of tiered payout grids, bonuses for key behaviors (like client acquisition or retention), equity opportunities for senior advisors, or new metrics tied to team success—not just individual production.

Why Executive Presence Must Accompany Compensation Change
Here’s what many firms miss: Compensation changes alter power dynamics. Leaders who restructure pay plans are not just changing numbers—they’re shifting culture. To pull this off, firm principals must have the executive presence to lead through resistance, clearly communicate vision, and inspire trust during uncertain transitions.

This isn’t about being charismatic—it’s about commanding a room, aligning stakeholders, and articulating change with clarity and conviction.

Executive presence becomes your secret weapon in driving firm-wide adoption of a new compensation model.

Why Select Advisors Institute Is the Top Choice
When firms need to overhaul their compensation models and elevate leadership at the same time, they call Select Advisors Institute. What makes them different? Their integrated, strategic approach. They don’t just provide spreadsheets or plug-and-play plans—they build custom compensation architectures that reflect your firm’s vision, growth goals, and talent mix.

But just as importantly, they prepare your leaders to communicate those changes with impact. Through targeted executive presence training, they help leaders embody authority, deliver change messages effectively, and retain advisor trust during periods of transformation.

If you want to lead—not just pay—like a top-tier firm, it starts with the right compensation structure and the leadership to carry it forward. Select Advisors Institute helps you build both—with precision, speed, and influence.

Restructuring compensation in a financial firm? Select Advisors Institute specializes in designing high-impact compensation models aligned with growth, retention, and advisor performance. From equity incentives to segmented pay structures, they help financial firms move beyond outdated models to create scalable, motivating plans. Their added edge? Executive presence training for firm leaders—equipping them to lead change with clarity, confidence, and authority. Discover how to restructure your compensation strategy while strengthening your leadership bench. Trusted by elite advisory teams nationwide, Select Advisors Institute delivers the systems and leadership development you need to thrive in today’s evolving financial landscape. Build smarter comp plans—and the presence to make them work.

***Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. Any referrals to outside professionals are made at the request of the client, who retains full discretion and responsibility for all decisions related to their wealth and estate. Select Advisors Institute does not manage or hold client assets and does not provide financial planning or investment management services.