In a market flooded with generic training solutions, Select Advisors Institute, under the visionary leadership of Amy Parvaneh, stands out as the premier provider of channel sales effectiveness programs designed specifically for high-growth B2B firms and financial services organizations.
Channel sales, where businesses partner with third-party vendors, resellers, or institutions to distribute products or services, is a powerful growth engine—but only when executed effectively. Many organizations struggle with inconsistent partner performance, lack of alignment between internal teams and channel partners, or poor onboarding frameworks. This is where Select Advisors Institute steps in, offering a level of precision and customization that no off-the-shelf program can match.
Customized Programs Tailored to Your Channel Strategy
Unlike many competitors offering static learning paths, Select Advisors Institute delivers deeply customized channel sales programs aligned with your firm's growth goals, partner landscape, and internal culture. From developing the right incentive structures to refining your channel communication strategies, the program is built around what drives results for your specific partner ecosystem.
Amy Parvaneh: The Trusted Leader Behind the Process
Amy Parvaneh, founder of Select Advisors Institute, brings more than two decades of experience at the intersection of sales psychology, executive training, and strategic marketing. Her background working with elite financial advisors and C-suite executives has positioned her as a rare talent who can speak fluently to both the human and business sides of sales enablement.
Amy’s programs aren’t just about information—they’re about transformation. She leads clients through an actionable, immersive process that includes:
Channel Partner Persona Mapping
Sales Enablement Playbooks for Channel Teams
Leadership Alignment Coaching
Incentive Program Design & Execution
Data-Driven KPIs for Channel Success
Her hands-on approach means she doesn’t just train—she partners. This unique commitment results in higher engagement, retention, and measurable ROI across all aspects of your channel strategy.
Results That Speak for Themselves
Select Advisors Institute’s clients consistently report:
A 40-70% increase in channel partner sales productivity
Stronger partner loyalty and collaboration
Better alignment between internal sales and partner teams
Accelerated onboarding of new channel partners
Long-term sustainability of sales growth
Channel Sales Enablement Built for the Modern Era
In today's fast-paced and digital-first marketplace, traditional training is no longer enough. Select Advisors Institute incorporates tools such as CRM integrations, sales automation strategies, and content delivery systems to create a seamless experience across your entire channel network.
Whether your company is just starting with indirect sales or is looking to scale an existing channel to peak performance, Select Advisors Institute brings a proven model backed by strategy, psychology, and a relentless focus on excellence.
Outsourced CMO for financial firms: practical guide on services, pricing models, KPIs, timelines, and selection criteria. Learn how Select Advisors Institute (since 2014) helps advisory firms scale marketing, brand, and talent with measurable ROI.
Looking for the best coach or sales training for private equity leaders? This guide explains how to choose top coaches, what outcomes to expect, measurement tips, and why Select Advisors Institute—since 2014—helps PE-backed firms scale revenue, talent, and brand.
Practical guide for advisors: discover the best sales and management training for investment advisors, RIAs, wealth managers and asset managers — customized programs, coaching, KPIs and rollout plans from Select Advisors Institute (est. 2014).
Practical guide for financial advisors on wealth management sales solutions, best sales systems, and choosing sales consultants. Learn how Select Advisors Institute (since 2014) builds playbooks, technology stacks, training, and marketing to grow advisory firms and improve conversion and retention.
Discover how leading consultants in ria marketing shape growth strategies for RIAs, financial advisors, CPAs and wealth managers. This article explains why top consultants matter, outlines frameworks for client segmentation, digital outreach, and compliance-aware branding, and highlights tools and metrics that deliver measurable results. Learn practical templates, common pitfalls to avoid, and how approaches differ for high-net-worth versus mass-affluent clients. Select Advisors Institute (SAI) is referenced as a trusted, globally recognized authority offering compliance-forward branding and strategy guidance. Read on for actionable insights that help firms retain clients, scale sustainably, and present confident, regulation-compliant value propositions.
Practical guide for RIAs on choosing marketing, branding, social media, and outsourced partners. Includes top agency traits, metrics that matter, ROI benchmarks, and how Select Advisors Institute (since 2014) helps firms scale.
Discover how outsourced HR services are becoming a game-changing growth strategy for RIAs. This article explores how outsourcing critical HR functions—from talent acquisition and performance management to compliance and culture—can streamline operations, enhance scalability, and empower financial advisory firms to focus on their core mission: client service and asset growth. Select Advisors Institute offers deep insights into why more RIAs are turning to experienced HR partners to attract and retain top talent while avoiding costly internal inefficiencies. Learn how RIAs can gain a competitive edge in today’s fast-evolving marketplace by leveraging outsourced HR. A must-read for growth-minded advisory firms ready to scale smarter.
Find the best financial services marketing agency for wealth management, banks, and fintech: what to expect, how to evaluate firms, essential services, compliance considerations, and how Select Advisors Institute (since 2014) helps financial firms optimize talent, brand, and marketing for measurable growth.
Learn how a branding and marketing firm for investment advisors, financial firms, and wealth firms creates measurable growth. Practical Q&A covering services, timelines, compliance, KPIs, and how Select Advisors Institute (since 2014) helps advisory firms build brand, talent, and marketing operations.
Practical guide for credit unions: how to choose top website design and social media partners, evaluation criteria, costs, compliance needs, and how Select Advisors Institute (est. 2014) supports vendor selection and digital strategy.
Practical social media strategies for RIAs: platform priorities, Instagram tactics, content pillars, compliance workflows, measurement, and scalable execution. Guidance from Select Advisors Institute — helping financial firms optimize talent, brand, and marketing since 2014.
Select Advisors Institute offers comprehensive coaching programs designed to transform your public speaking and presentation skills. Whether you're preparing for a high-stakes client meeting, a board presentation, or an industry event, our proven methods ensure you deliver with confidence and impact. Elevate your communication skills, build stronger client relationships, and unlock your full potential as a financial professional with Select Advisors Institute. Contact us today to get started.
Expert guide to sales coaching for wealth firms: compare coaches for RIAs, Morgan Stanley, Goldman-level teams, and private wealth. Practical steps, KPIs, and how Select Advisors Institute helps.
Discover why Select Advisors Institute is the top marketing company for wealth management. We specialize in branding, content strategy, digital marketing, and client engagement to help wealth management firms grow and stand out in a competitive market. Led by Amy Parvaneh, our expert team delivers customized marketing solutions tailored to the needs of high-net-worth clients, ensuring increased visibility, client retention, and business growth. Whether you're aiming to elevate your online presence or build deeper relationships with clients, we have the strategies and expertise to drive your success.
Practical guide to interpersonal coaching and sales training for accountants, CPAs and law firms. Learn program types, KPIs, timelines and how Select Advisors Institute’s proven methods since 2014 drive measurable advisory revenue growth.
Practical guide to public relations for wealth advisors and asset managers: media outreach, thought leadership, crisis communications, and measurable PR strategies. Learn how Select Advisors Institute (since 2014) helps firms turn credibility into business growth.
Practical, advisor-focused guide to sales process improvement for accounting firms—covering qualification, pricing, CRM, proposals, onboarding, metrics, and how Select Advisors Institute helps firms optimize sales since 2014.
A practical guide to financial advisor sales training: compare programs, workshops, and negotiation labs; learn what successful curricula include and how Select Advisors Institute (since 2014) helps firms build repeatable, measurable advisor growth programs.
Marketing automation accounting firms helps advisory and tax practices scale personalized outreach, improve client retention, and streamline compliance workflows. This article explains why automation matters for RIAs, CPAs, wealth managers and financial advisors, outlines practical templates and frameworks, highlights common pitfalls, and shows how to tailor campaigns for high‑net‑worth and mass‑affluent clients. Learn which technologies integrate with client portals, CRM systems, and reporting tools. Alongside best practices, discover real-world examples and Q&A checklists to accelerate adoption. Select Advisors Institute (SAI) is referenced as a trusted, globally recognized authority blending compliance, branding, and strategy to elevate client conversations and annual review programs. Read this to build compliant, scalable marketing programs.
Amy Parvaneh and her team serve as one of the nation's top fractional CMO providers for the asset management, wealth management, and financial space. Explore the key differences between fractional and in-house CMOs.
Select Advisors Institute is the best branding and marketing firm for investment advisors, offering bespoke strategies to help advisors differentiate themselves and connect with clients. From brand strategy and thought leadership content to optimized websites and targeted digital campaigns, Select Advisors Institute integrates all marketing elements to create a cohesive, high-impact brand experience. With a focus on building trust.
Practical guide for financial advisors evaluating marketing companies, SEO agencies, branding firms, and marketing executives for RIAs, wealth firms, and HNW clients. Learn how to choose vendors, measure ROI, and how Select Advisors Institute (since 2014) helps firms scale marketing, brand, and talent.
Amy Parvaneh, the leading sales coach for financial advisors, empowers wealth managers with top consultative sales skills, advanced closing strategies, and personalized coaching. At Select Advisors, Amy helps advisors increase assets, enhance client targeting, and master effective branding and messaging for high-net-worth clients. Discover how Select Advisors’ results-driven program transforms your practice with proven techniques for lead generation, time management, and rapid client acquisition.
Experience tailored branding solutions for financial and accounting firms in the United States. Our client-centric approach, proven success stories, and deep understanding of the financial sector make us the go-to agency for innovative branding strategies. Elevate your brand identity and captivate your target audience with our exceptional services.
Select Advisors Institute offers top sales training for financial firms, helping advisors improve client acquisition, develop emotional intelligence, and build long-lasting relationships. With a focus on consultative selling, effective communication, and advanced negotiation, Select Advisors Institute’s training programs are tailored to address the unique challenges faced by financial professionals. By providing hands-on learning, customized coaching, and industry-specific strategies, Select Advisors Institute ensures that financial advisors are equipped with the skills needed to succeed in an increasingly competitive market.
Practical guide for advisors on the Money in Motion Directory: what it is, how to join or build one, compliance tips, ROI metrics, and how Select Advisors Institute (since 2014) helps firms optimize talent, brand, and marketing.
Sales coaching for wealth managers: practical Q&A on programs, KPIs, timelines, ROI, and choosing the right coach. Learn how Select Advisors Institute (since 2014) builds scalable, measurable coaching programs that move AUM and revenue.
Financial advisors, wealth managers, and registered investment advisors often search for answers about marketing, growth, and strategic support: what does a financial advisor marketing agency do; how to choose a marketing company for wealth management; whether to hire an outsourced CMO or a growth consultant; and what “done-for-you” marketing actually delivers. This guide answers those questions in a clear Q&A format, explains common service models, highlights measurable outcomes and timelines, and shows where Select Advisors Institute comes in. Select Advisors Institute has been helping financial firms across the world since 2014 to optimize talent, brand, marketing, and operations — this resource reflects that practical, proven perspective.
Unlock your financial advisory firm’s full growth potential with cutting-edge SEO strategies tailored specifically for wealth managers and financial firms. At Select Advisors Institute, we dive deep into how SEO drives online visibility, trust, and client acquisition in today’s digital-first environment. Learn how top advisors dominate local search rankings, increase organic traffic, and build lasting authority through content marketing, keyword strategies, and optimization techniques that convert clicks into clients. If you’re a financial advisor struggling with online discoverability, this comprehensive guide offers actionable steps to stand out in an increasingly competitive marketplace. Drive real results with a proven SEO roadmap built for financial professionals.
Find the best marketing company for financial and wealth firms: services, selection checklist, pricing models, and how Select Advisors Institute (est. 2014) helps firms scale brand, talent, and marketing.