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How to Write a Financial Advisor RFP (Without Giving Up Control)

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How to Write a Financial Advisor RFP (Without Giving Up Control)

If you're searching for a new financial advisor—or wondering if your current one is still the right fit—your instincts are probably right: choosing who manages your financial life should not be left to a quick meeting or a glossy website. Ultra-high-net-worth families and individuals face complexities that go far beyond typical wealth management. Coordinating with CPAs, estate attorneys, trustees, and multi-generational decision-makers isn’t just a task—it’s a system. And when you're selecting someone to help oversee that system, it pays to treat the process like a serious hire. That’s why more families are turning to a tool traditionally used by institutions: the Request for Proposal (RFP).

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Interview Q&A: Amy Parvaneh and Tax Strategist Rob Cordasco

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Interview Q&A: Amy Parvaneh and Tax Strategist Rob Cordasco

A thoughtful conversation between Amy Parvaneh and tax strategist Rob Cordasco exploring the real differences between tax planning, strategy, and compliance. Rob shares grounded insights on where AI falls short, what business owners often overlook, and how fact-based tax strategy truly works. Their discussion offers a practical look at the decisions successful professionals and business owners face as they grow and structure their wealth.

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Who Manages the Money of Extremely Rich People?

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Who Manages the Money of Extremely Rich People?

If you're searching for the best financial advisor for rich people or wondering who manages the money of extremely wealthy individuals, this guide explains what matters most. Discover how ultra-high-net-worth families are choosing their next advisor—and why top financial firms alone don’t guarantee the right fit. Learn how to evaluate wealth managers, coordinate your selection process, and maintain control without managing every detail yourself. Select Advisors Institute doesn’t manage assets or give advice—but offers confidential, high-level support to help you organize, evaluate, and implement your financial relationships with clarity. Don’t settle for a pitch—build a process designed for your life.

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Who Helps Coordinate All My Advisors?

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Who Helps Coordinate All My Advisors?

Even with a great CPA, estate attorney, and wealth manager, many high-net-worth individuals still feel like the go-between. That’s because no one is tasked with coordinating the entire picture—until now. Amy Parvaneh, founder of Select Advisors Institute, acts as a personal CFO for your financial life. She attends meetings, translates between professionals, tracks action items, and ensures every advisor is aligned. Whether you’ve experienced a liquidity event, inherited complex structures, or are simply tired of being the point person, Amy brings strategic oversight without disruption. Discover how true wealth management starts with coordination—and why your smartest move may be hiring someone to manage the managers.

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How to Find a Financial Advisor in 2025

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How to Find a Financial Advisor in 2025

Looking for the best way to find a financial advisor in 2025? This strategic guide explains how to evaluate advisors, compare RIAs vs. wealth managers, understand fiduciary duty, and assess the value of financial advice. Learn what wealth managers do, how to check a financial advisor’s background, and why “top financial advisor” lists are only a starting point. We cover fees, key questions to ask, and steps to hiring the right advisor for your goals. Discover how Select Advisors Institute, founded by Amy Parvaneh, helps ultra-high-net-worth families structure the search and choose advisors with clarity and confidence.

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Am I Allowed to Fire My Financial Advisor?

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Am I Allowed to Fire My Financial Advisor?

Thinking of firing your financial advisor? Yes, you absolutely can—and often should. At Select Advisors Institute, Amy Parvaneh leads a client-first process that empowers individuals to take back control of their financial future. Learn how to professionally and confidently end the advisor relationship if your needs are no longer being met. From understanding your contractual rights to finding better-aligned advisory support, this article gives you expert insight from a top industry voice. Know when and how to walk away—and what your options are next—with guidance from Amy Parvaneh, a trusted advocate for accountability and transparency in wealth management.

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Step-by-Step Guide: How to Find a Financial Advisor

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Step-by-Step Guide: How to Find a Financial Advisor

Looking for a financial advisor but not sure where to start? This comprehensive step-by-step guide explains how to define your goals, understand advisor types, compare fees, and ask the right interview questions. Learn how to verify backgrounds with FINRA BrokerCheck and the SEC database, what to watch for in contracts, and how to avoid common red flags. Whether you need budgeting help, investment guidance, or ongoing planning, this resource helps you evaluate options with confidence. Plus, discover how Select Advisors Institute supports families by providing a structured, neutral framework to run searches and compare advisors side by side.

****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.