Women in Wealth and Modern G2

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Women in Wealth and Modern G2

from $15,000.00

Overview of Women in Wealth

This three-month program is designed to help Modern Wealth lay the groundwork for a long-term, impactful Women in Wealth initiative. This engagement builds a lasting foundation - both internally for your team and externally through client-facing experiences that reflect the values of your firm.

The program is led by Amy Parvaneh and the Select Advisors Institute team, bringing experience across financial services, women's leadership development, and high-net-worth client engagement. The outcome: a mentorship-style environment internally, a toolkit for scalable events externally, and a clear structure that lives well beyond the initial rollout.

Program Structure

This engagement is divided into four key components, delivered over a 3-month period.

1. Internal Women’s Group Strategy & Vision

  • Facilitate a kickoff strategy session with key stakeholders

  • Define the purpose, mission, and values of the Women in Wealth group

  • Set realistic and measurable goals for the next 1–2 years

  • Outline success metrics tied to engagement, retention, and leadership development

  • Recommend structure, leadership roles, and meeting cadence to foster momentum

  • Identify opportunities for multi-generational mentorship within the firm

2. Charter Document Development

  • Draft a formal, branded Women in Wealth Charter Document to be used as the guiding framework

  • Charter includes:

    • Purpose and goals

    • Meeting structure and cadence

    • Leadership roles and responsibilities

    • Suggested annual programming themes

  • Final version will be professionally branded for internal use and team onboarding

3. Client-Facing Event Toolkit

  • Design a scalable client engagement concept that regional offices can host independently

  • Toolkit includes:

    • Event title and concept

    • Sample invitations and RSVP language

    • A ready-to-use agenda and timing guide

    • Talking points and moderator prompts for advisors or leaders

    • Planning checklist for internal teams or administrative support

  • This toolkit is designed to be repeatable and turnkey, allowing offices to deepen relationships with female clients and prospects consistently across the country

4. Launch & Offsite

  • Amy Parvaneh will lead the first virtual Women in Wealth meeting as a guest speaker

  • This kickoff session will model the tone and culture of the group moving forward

  • Additional support will be provided throughout the 3-month engagement to ensure implementation and handoff of materials and group leadership

  • An in-person event for the Women in Wealth Leadership Team in Scottsdale – one day

Engagement Timeline & Scope

Timeline:
Three-month engagement beginning upon kickoff session

What’s Included:

  • Up to 6 hours of live strategy, facilitation, or presentations by Amy Parvaneh

  • Up to 12 hours of writing, research, design, and project management by Select Advisors Institute team and subject matter experts

  • One professionally branded Charter Document

  • One complete Client-Facing Event Toolkit

  • Live virtual session hosted by Amy Parvaneh for the group’s first official meeting

  • One in-person event for the Women in Wealth Leadership Team in Scottsdale – one day

Overview of Modern G2:

A 6-Month Leadership Program for G2 Clients or Next-Gen Team Members

This six-month program is designed to support the professional development of next-generation leaders at Modern Wealth. The engagement builds a lasting foundation for business growth, leadership readiness, and peer-to-peer collaboration across departments and roles.

The program is led by Amy Parvaneh and the Select Advisors Institute team, bringing experience in sales development, communication strategy, and organizational leadership within financial services. The outcome: a confident, engaged cohort of future leaders who are aligned with Modern Wealth’s long-term goals and client experience standards.

Program Structure

This engagement is delivered over a six-month period, with one curated session per month.

1. Participant Cohort & Peer Engagement

  • Up to 20 participants selected from next-gen professionals across the firm

  • Peer pairing built into the program structure to encourage collaboration and accountability

  • Consistent cohort model to build cross-functional connection and team alignment

2. Leadership Development Curriculum

  • Six curated 60-minute Zoom sessions, delivered monthly

  • Topics include:

    • Leadership mindset and professional presence

    • Sales and business development strategy

    • Time management and prioritization

    • Hiring, delegation, and team communication

    • Delivering a consistent and differentiated client experience

  • Sessions are interactive, practical, and directly tied to daily responsibilities

3. Expert Facilitation & Implementation Support

  • Led by Amy Parvaneh and the Select Advisors Institute team

  • Select guest experts may be invited to contribute to specific modules

  • Optional exercises and application tools provided between sessions to encourage action

4. Program Completion & Graduation

  • Program concludes with a graduation ceremony (an in-person final event that includes graduation for G2 in Scottsdale – one day)

  • Reinforces completion and alignment with Modern Wealth’s leadership values

  • Helps participants feel recognized and equipped with a clear growth framework

Engagement Timeline & Scope

Timeline:
Six-month engagement beginning upon kickoff session

What’s Included:

  • Six monthly 60-minute Zoom sessions

  • Program design and delivery for up to 20 participants

  • Peer pairing model and engagement framework

  • Session materials, exercises, and follow-up tools

  • An in-person final event that includes graduation for G2 in Scottsdale – one day

Program:
Quantity:
Get Started!

Pricing

  • Women in Wealth: $15,000

  • Modern G2: $21,500

  • Combined: $30,000

  • Combined with Travel (both travel dates must be in the same trip on two consecutive dates: $40,000)

Pricing Terms:

  • All payments due at execution.

  • Payments via credit card.

  • This contract is for a term of 12 months from execution

The best financial advisors understand that ongoing growth requires more than just technical expertise—it demands leadership, communication skills, and the ability to navigate complex client relationships. An executive coach specializing in financial advisors helps professionals refine these skills, ensuring they can effectively articulate their value, build trust with clients, and lead their firms to long-term success. Select Advisors Institute offers tailored coaching that equips advisors with the mindset and strategies needed to excel in a competitive market.

One of the key benefits of working with a top-tier coach is accountability. Even the most experienced advisors can fall into patterns of inefficiency, losing focus on business development and client engagement. A coach provides structured guidance, keeping financial professionals aligned with their goals while identifying blind spots that may be holding them back. With Select Advisors Institute’s executive coaching, financial advisors receive personalized strategies designed to maximize productivity and accelerate business growth.

Beyond business strategies, coaching also helps financial advisors develop a resilient and success-driven mindset. The ability to manage stress, overcome challenges, and maintain confidence in high-stakes situations is what separates the best advisors from the rest. Through proven coaching methodologies, Select Advisors Institute empowers financial professionals to lead with clarity, adapt to industry changes, and stay motivated, no matter the obstacles they face.

For financial advisors who want to attract high-net-worth clients and scale their firms, investing in the right executive coaching program is a game-changer. The best coach for financial advisors is one who understands the nuances of the industry and provides actionable insights tailored to each advisor’s strengths and business model. Select Advisors Institute has helped countless financial professionals unlock their full potential, strengthen client relationships, and position themselves as top-tier advisors in their field.

Building a Digital Presence to Market Your Financial Advisory Business
Marketing a financial advisory business begins with establishing a strong online presence. A well-designed website optimized for search engines ensures potential clients find you easily when searching for financial guidance. Include client-focused content like blogs, FAQs, and financial calculators that address common concerns and demonstrate your expertise. Additionally, leverage social media platforms such as LinkedIn and Twitter to share success stories, financial tips, and industry insights. These platforms not only help establish credibility but also encourage engagement with your target audience, building trust over time.
Leveraging Personalization and Client Insights in Marketing
Personalization is key to effectively marketing a financial advisory business. By understanding your clients’ unique goals and challenges, you can craft tailored solutions that resonate with them. Utilize tools like email marketing to deliver personalized financial planning tips, reminders, and market updates. Hosting client-centric events, such as webinars or workshops, further positions your firm as a valuable resource. Don’t forget to gather feedback from existing clients to refine your messaging and ensure your strategies align with their needs. These efforts build loyalty and attract referrals, creating a sustainable growth pipeline for your advisory business.

How to Restructure Compensation in a Financial Firm—and Lead with Authority

If your financial firm’s compensation plan hasn’t evolved in the last 3–5 years, you’re already behind. The industry has shifted—clients are savvier, advisors are more entrepreneurial, and firm loyalty is no longer guaranteed by title or tenure. In this new era, compensation needs to do more than just pay people. It must attract talent, drive behavior, reward value creation, and retain top performers.

Done right, restructuring compensation can become a catalyst for growth. Done wrong, it can trigger attrition, stall momentum, and confuse your value proposition.

What a Strategic Compensation Restructure Looks Like
Restructuring is not about tweaking numbers—it’s about reengineering your talent engine. The most effective financial firms today are designing compensation with three things in mind:

Alignment with firm goals: Compensation should reinforce the activities that move the business forward—whether that’s business development, client retention, or team leadership.

Advisor segmentation: Rainmakers, relationship managers, service advisors, and junior planners all bring different value. Pay structures should reflect that diversity.

Transparency and predictability: Ambiguity kills motivation. Advisors need clarity on how they earn, how they grow, and how they advance.

A successful restructure might include the introduction of tiered payout grids, bonuses for key behaviors (like client acquisition or retention), equity opportunities for senior advisors, or new metrics tied to team success—not just individual production.

Why Executive Presence Must Accompany Compensation Change
Here’s what many firms miss: Compensation changes alter power dynamics. Leaders who restructure pay plans are not just changing numbers—they’re shifting culture. To pull this off, firm principals must have the executive presence to lead through resistance, clearly communicate vision, and inspire trust during uncertain transitions.

This isn’t about being charismatic—it’s about commanding a room, aligning stakeholders, and articulating change with clarity and conviction.

Executive presence becomes your secret weapon in driving firm-wide adoption of a new compensation model.

Why Select Advisors Institute Is the Top Choice
When firms need to overhaul their compensation models and elevate leadership at the same time, they call Select Advisors Institute. What makes them different? Their integrated, strategic approach. They don’t just provide spreadsheets or plug-and-play plans—they build custom compensation architectures that reflect your firm’s vision, growth goals, and talent mix.

But just as importantly, they prepare your leaders to communicate those changes with impact. Through targeted executive presence training, they help leaders embody authority, deliver change messages effectively, and retain advisor trust during periods of transformation.

If you want to lead—not just pay—like a top-tier firm, it starts with the right compensation structure and the leadership to carry it forward. Select Advisors Institute helps you build both—with precision, speed, and influence.

Restructuring compensation in a financial firm? Select Advisors Institute specializes in designing high-impact compensation models aligned with growth, retention, and advisor performance. From equity incentives to segmented pay structures, they help financial firms move beyond outdated models to create scalable, motivating plans. Their added edge? Executive presence training for firm leaders—equipping them to lead change with clarity, confidence, and authority. Discover how to restructure your compensation strategy while strengthening your leadership bench. Trusted by elite advisory teams nationwide, Select Advisors Institute delivers the systems and leadership development you need to thrive in today’s evolving financial landscape. Build smarter comp plans—and the presence to make them work.

***Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. Any referrals to outside professionals are made at the request of the client, who retains full discretion and responsibility for all decisions related to their wealth and estate. Select Advisors Institute does not manage or hold client assets and does not provide financial planning or investment management services.