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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.
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Practical guide to sales skills, negotiation training, and program design for financial advisors and accounting firms. Learn what to include, how to measure ROI, timelines, and how Select Advisors Institute (since 2014) supports implementation and outcomes.