Select Executive Roundtable

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Select Executive Roundtable

$500.00 every month

Select Executive Roundtable

Weekly Strategic Zoom Sessions for Professionals Serving HNW and UHNW Individuals

Designed for:

  • Financial Advisors

  • RIA Team Members

  • Wirehouse Advisors

  • Private Bankers & Investment Bankers

  • Accountants & CPAs

  • Attorneys & Estate Planners

  • Non-Profit Executives

  • Luxury Service Providers (Concierge, Yacht, Aviation)

  • Private Medical & Wellness Providers

💡 A candid, no-fluff strategy group for professionals seeking real growth—without the cost of a full-time CMO or sales coach.

What You Get

→ Live Weekly Zoom Sessions – Every other Friday at 11 AM PT / 2 PM ET, join a 60-minute session with peers across industries serving affluent clients.
→ Ask Anything – Marketing, sales, client acquisition, branding, or operations—get real-time insights and honest feedback.
→ Breakout Conversations – Connect with professionals focused on similar markets or challenges.
→ No Prep, No Homework – Just show up, participate, and leave with strategies you can use right away.

How It Works

→ $500/month
→ Cancel anytime — no long-term commitment
→ Join anytime — come as often as your schedule allows
→ Weekly sessions are held every other Friday at 11 AM PT / 2 PM ET

Why This Format Works

📈 No Overthinking — Just Show Up and Get Real Answers
🔄 Designed for Busy Professionals — Use it when you need it, no pressure
🤝 Expand Your Strategic Network — Learn from other elite professionals in your orbit

How to Join

1️⃣ Sign up and pay $500/month
2️⃣ Get the recurring calendar invite for the Select Executive Roundtable
3️⃣ Join when it fits your schedule — each session is high-value, stand-alone, and interactive

Select Executive Roundtable: Strategy Topics

We cover what matters most to professionals serving HNW/UHNW clients. Topics evolve based on participant needs but often include:

📈 Sales & Business Growth

  • UHNW prospecting strategies

  • Sales psychology and closing techniques

  • Pricing models: flat fee vs. AUM vs. hybrid

  • High-converting lead generation

  • Referral network development

  • First meeting frameworks

  • Marketing that doesn’t feel like marketing

  • Events & liquidity sourcing before they go public

  • Social media strategies that work

  • Executive presence & influence

🏛️ Firm Strategy & Independence

  • Starting your own RIA

  • Breaking away from a broker-dealer

  • Brand building and positioning

🤝 Client & Relationship Management

  • Conflict resolution strategies

  • Relationship expansion and retention

  • Family wealth planning and generational engagement

🎯 Leadership & Team Development

  • Hiring and retaining top talent

  • Building internal systems and processes

  • Creating a growth-focused firm culture

  • Succession and exit planning

🛠️ Marketing & Positioning

  • Building thought leadership

  • Messaging that resonates with affluent clients

  • Authority building without ads

What You’re Signing Up For

A high-impact, 60-minute strategic session every other Friday — join when it fits your schedule. No pressure. No contracts. Just real insights from people who understand your world.

Let me know if you’d like a landing page, Canva one-pager, or PDF version!

Subscribe

Rules & Expectations

To maintain a valuable and respectful environment, all members must adhere to the following:

Participation Required – Everyone is expected to contribute, whether by asking a question, sharing insights, or engaging in the discussion. Passive listeners take away from the group experience.

Strict Confidentiality – Everything discussed stays within the group. You may not share other participants' contact info, ideas, or strategies without their explicit approval.

Respectful Conduct – Any form of inappropriate behavior, including aggressive sales tactics, disrespectful comments, or disruptive behavior, will result in immediate removal with no refund.

Safe & Supportive Environment – This is a judgment-free space where professionals can openly discuss challenges. Be constructive, not critical.

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.