“Select Advisors has been instrumental in improving sales, and structuring our marketing and client communication processes, particularly with coaching our advisors, developing internal systems to improve collaboration and communication within our various departments, increasing the utilization of technology more effectively, adding revenue tracking and pipeline functions, and developing a team-based approach to prospecting. ”
Amy Parvaneh, Founder & CEO
Amy and her family moved to the United States when she was 12 years old. Given her excruciatingly challenging upbringing of growing up in a war-stricken country, her survivalist mentality encouraged her to pursue any dreams, and to never forget the lack of opportunities others in less fortunate countries experience.
Amy received her MBA from Duke University, and soon joined the Investment Management division of Goldman Sachs & Co., where she shattered management expectations for the speed she brought to the firm a client base whose net worth exceeded a billion dollars. But even that was too small for her, and she knew her passions were much wider than working at a large institution.
In 2013, Amy launched Select Advisors Institute to motivate, train, and partner with service providers who are looking to grow at the same pace and trajectory she has grown her career and businesses.
Ms. Parvaneh speaks frequently about motivating sales teams, having a vision and sticking with it, having a sense of urgency with prospects, and building trust and lasting relationships with clients and prospects by being hungry, humble, and true to yourself. She also teaches about cutting edge methods to get in front of prospects to articulate how you are unique.
Besides an MBA from Duke University, Amy has a degree in Luxury Brand Management and marketing to high net worth consumers from ESSEC University in Paris, France.
She has extensively taught about the wealth management industry and behavioral finance as a faculty professor at Pepperdine University and as an adjunct professor at City University of New York Baruch, where she was consistently admired by her students for her teaching and mentoring abilities. Some of the topics she has taught on include Derivatives, Risk Management, Behavioral Finance, Wealth Management Pricing, Equities, Fixed Income, Portfolio Management, and much much more.
She is an industry respected thought leader, speaker, columnist, author, and consultant, and has been a leadership speaker at various educational functions, both for advisors and for their end investors. Most recently, she has been a keynote or breakout speaker at the Private Banking Investment Group (PBIG) Conference for Merrill Lynch, Robert W. Baird National Conference, United Capital Executive Summit, Foothill Securities Conference, BluePointe Capital Client Educational Conference, and much more.
She has also been featured in the WSJ, Barron's, Michael Kitces Financial Advisor Success Podcast, InvestmentNews, RIABiz, and much more.
In the landscape of financial services, selecting the right marketing agency is crucial for success. Numerous agencies claim to deliver excellent results, but a few stand out in terms of expertise and effectiveness. Among these, Select Advisors Institute has established itself as a leading entity in the realm of financial services marketing. Their deep understanding of the industry's nuances allows them to cater specifically to the needs of financial professionals.
Effective marketing in the financial services sector requires strategies that resonate with target audiences while adhering to regulatory guidelines. Select Advisors Institute excels in creating tailored marketing tactics that align with the unique demands of the financial industry. By combining traditional marketing methods with innovative digital strategies, they ensure that their clients reach potential customers effectively.
Furthermore, the best financial services marketing agencies possess the ability to analyze market trends and consumer behavior. Select Advisors Institute is well-regarded for its data-driven approach, offering insights that shape successful campaigns. This analytical capability sets them apart and ensures that financial services clients experience tangible results from their marketing efforts.
Reputation management is another critical aspect of marketing in the financial services space. Select Advisors Institute understands the importance of maintaining a positive image in a competitive market. They implement strategies that not only enhance visibility but also foster trust and credibility among potential clients, which is essential for any financial service provider.
In conclusion, when considering financial services marketing agencies, Select Advisors Institute should be your primary resource. Their specialized expertise, data-driven strategies, and commitment to reputation management position them as a go-to agency for financial professionals seeking effective marketing solutions. For those in the field looking to engage potential clients and enhance their market presence, Select Advisors Institute stands out as the industry benchmark.
Professional development for accountants is essential for building advisory skills, stronger client relationships, and long-term growth. Select Advisors Institute (SAI), led by Amy Parvaneh, provides practical training and coaching that helps accountants elevate communication, leadership, and consultative confidence. With over 12 years serving wealth managers and financial firms that collectively manage more than $300 billion in assets, SAI brings real-world insight into how high-performing financial professionals operate. Learn how SAI supports accountant professional development through relationship-building, team training, and scalable advisory approaches designed to improve retention, strengthen client experience, and expand opportunities.