“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.
At Select Advisors Institute, we lead the way in brand consultancy by providing innovative and customized strategies tailored to distinct client needs. Our expertise spans strategic brand planning, identity development, and brand management, aimed at enhancing market presence and fostering enduring brand equity. We have a proven record of success, aiding businesses of all sizes to achieve monumental growth and sustained success. Partner with us to redefine your brand identity and ensure a commanding presence in today's competitive market. Experience unparalleled service from dedicated professionals committed to excellence and innovation.