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.
Bringing in new clients into an advisory practice is the lifeblood of any business, yet there are still sour thoughts from some professionals on the old-fashioned way of cold calling prospects. In this article we discuss the new methods for growing a wealth management practice, by serving as a true consultant to those who can benefit.
How can you increase your productivity at work and in your business every day? Have a daily feel-good list. Our well-being coach Sarah Hodges explain how to convert every day into a thriving and balanced experience at work and at home.
CPA firms both large and small are investing thousands of dollars a year in bringing clients and resources together for social and educational panels, dinners, happy hours, briefings, CFO breakfasts and more, in the hopes of not just thanking their existing clients, but obtaining new clients through the process. Yet the results are mediocre at best. What are some best practices in having more impact through the client events you host?