Select Office Hours
Select Office Hours
Do you have business questions you can’t really ask your team, your partner, or even your peers?
Questions like:
I’m just starting out; what’s my actual marketing strategy?
Who is my niche - and am I actually speaking to them effectively?
Should I switch my career or company?
Do I have the right business partner?
Should I work for myself or join my dad’s wealth management firm?
Is AUM still the right model, or should I move to flat fee or retainer?
How do I grow without just throwing more money at things that don’t work?
If so, you need Select Office Hours.
Think of it like college office hours - except this time, your professor is a former Goldman Sachs advisor, PIMCO executive, and founder of Select Advisors Institute, having consulted nearly 1,000 financial firms and teams since 2014.
During these live Zoom sessions, Amy Parvaneh is available to answer your toughest business questions and offer real-time, strategic insight—no fluff, no prep, just straight answers.
Please note: Select Office Hours is best suited for solo practitioners or individuals seeking personal strategic support. If you’re representing an entire firm or team, we recommend exploring our full suite of firmwide consulting services.
What It Is:
A live, no-fluff strategy session led by Amy Parvaneh, every other Friday on Zoom, where you can bring your toughest questions and get practical, tailored insight.
Depending on the week, you may be joined by other advisors - or you may have the session to yourself. Participation varies based on who has signed up and who is able to attend live. While we don’t guarantee a private session, many participants end up receiving highly focused, one-on-one guidance depending on turnout.
Who this is a good fit for:
Select Office Hours is best suited for solo practitioners or individuals seeking personal strategic support. If you’re representing an entire firm or team, we recommend exploring our full suite of firmwide consulting services.
Financial Advisors & RIA Team Members
Private Bankers & Investment Bankers
CPAs, Estate Attorneys & Non-Profit Execs
Luxury Service Providers (aviation, wellness, concierge)
Anyone growing a business in the financial or legal ecosystem
What You Get:
→ Live 60-Minute Zoom Sessions with Amy Parvaneh – Every other Friday at 11 AM PT / 2 PM ET
→ Ask Anything Around Your Business – Marketing, pricing, sales, strategy, client growth - you name it
→ Zero Prep or Homework – Just show up, ask what’s on your mind, and get actionable insight
→ Transcript Provided Upon Request – So you can stay focused in the moment
→ No Deliverables Afterward – This is office hours, not an engagement
Logistics:
💵 $500/month (a fraction of our annual contracts)
📭 Cancel anytime – no long-term commitment
📅 Come when it fits your schedule – each session is stand-alone
🌍 Connect with peers who serve the same audience you do
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.