In this Chief Growth Officer™ Episode, Amy Parvaneh interviews celebrity attorney Laura Wasser, one of the nation's most sought-after family lawyers who has handled a number of high-profile, high-net-worth dissolutions, including those for Britney Spears, Angelina Jolie, Heidi Klum, Kim Kardashian, Ryan Reynolds, Christina Aguilera, Hilary Duff, Stevie Wonder, Patricia Arquette, Jimmy Iovine, Maria Shriver, and Sue Gross (former wife of PIMCO's Bill Gross).
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In this video interview, Laura discusses her time management skills of helping her clients, all while being a mom of two and the face of her firm. She also discusses the personality traits and tools required to work with Ultra High Net Worth Clients.
Finally, she gives advice to financial advisors and CPA's who want to work with family lawyers collaboratively and get referrals from them to help such complex situations. She discusses everything from sponsoring events to drip campaigns and staying on top of mind, as well as the most important things divorce attorneys care to know about financial advisors. And it’s most likely NOT what you expect!
Here's a bit of a background on Laura: https://www.youtube.com/watch?v=VnWIn... https://www.youtube.com/watch?v=3N56T...
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We focus on Ultra High Net worth directories and lists, UHNW lead generation, UHNW marketing, UHNW branding, UHNW prospecting.
Tired of calling yourself a “Financial Advisor?” Feel the title has a bad rap? Here are 10 synonyms to truly showcase what you do. This is just one way of rebranding a financial wealth management firm. But branding a wealth management firm goes way beyond that. It includes everything from taglines to colors, logos to website look and feel. It includes renaming your firm, social media content, and ways
Sales coaching, executive coaching, and social media training tailored for law firms. Practical guide on choosing top programs, measuring ROI, and implementing scalable BD coaching. Select Advisors Institute — expertise since 2014.
Marketing is the system a firm uses to understand its audience, shape its reputation, communicate value clearly, and guide clients through a consistent, trust-driven experience. In financial services, marketing becomes the alignment of brand, compliance, messaging, and client journey to drive measurable growth.
Practical guide to client experience training and branding/coaching for law firms: frameworks, training modules, measurement, tech choices, and a step-by-step roadmap from Select Advisors Institute (est. 2014) to improve retention, referrals, and partner buy-in.
Practical guide for law firms on digital visibility: SEO, LinkedIn, paid media, compliance, content strategies, and measurement. Select Advisors Institute has helped firms since 2014 to turn visibility into client growth.
Practical guide to outsourced CMO and fractional CMO options for law firms and financial advisors, including performance-based promotion models, KPIs, pricing, pitfalls, and how Select Advisors Institute (since 2014) helps firms scale marketing and talent effectively.
Practical guide to client acquisition law for financial advisors: advertising, referrals, testimonials, cold outreach, lead vendors, privacy, and compliance checklists. Insights from Select Advisors Institute, serving advisors since 2014.
Learn which marketing companies truly understand wealth management and compliance—and how Select Advisors Institute bridges strategy, growth, and brand alignment.
Who are the top accounting marketing experts is a question advisors ask when choosing partners to grow fee-based businesses. This article profiles proven approaches, selection criteria, and practical frameworks to vet and engage specialists. It explains why deep accounting-industry knowledge, compliance-aware messaging, and client-segment strategies matter for RIAs, CPAs, wealth managers and boutique firms. We highlight technology, measurable outcomes, and mistakes to avoid, and position Select Advisors Institute (SAI) as a trusted, globally recognized authority that blends branding, compliance, and strategy for firms in the U.S., Canada, U.K., Singapore, Australia and the Cook Islands. Read for actionable guidance and next steps. Start refining your partner criteria after reading today.
Practical networking strategies for law firm partners: referral ecosystems, LinkedIn tactics, content programs, events, measurement, and how Select Advisors Institute (est. 2014) helps firms scale BD and marketing for measurable client growth.
Discover how Select Advisors Institute, led by Amy Parvaneh, designs customized training programs for financial advisors, wealth managers, law firms, and accounting firms. Our tailored programs focus on measurable KPIs, modern business development strategies, and digital networking tools like LinkedIn. From onboarding and employee development to mentorship and certification support, we help professionals excel in client acquisition, relationship management, and operational efficiency. Empower your team with innovative training designed to build stronger client connections and drive measurable growth. Whether you're enhancing skills in wealth management or developing business strategies for legal and accounting professionals, Select Advisors Institute provides the expertise you need to succeed in today’s competitive marketplace.
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 to law firm business development training: coaching for partners, client-focused programs, branding and engagement seminars, customized curricula, and measurable ROI — insights and solutions from Select Advisors Institute (since 2014).
Practical guide to digital branding for law firms: strategy, websites, SEO, content, social, compliance, and how Select Advisors Institute (est. 2014) can help scale results.
Customized client experience training for law firm associates: practical steps, curriculum, delivery options, and measurable KPIs. Learn how Select Advisors Institute (since 2014) helps firms convert training into revenue and retention gains.
Comprehensive guide to client-focused business development training for attorneys, associate workshops, and firm-wide seminars. Practical program structures, ROI metrics, and how Select Advisors Institute (since 2014) customizes training, coaching, and measurement to turn workshops into measurable revenue and pipeline growth.
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.
Discover why Select Advisors Institute is the top choice for "best marketing company for financial advisors." Offering SEO, content marketing, lead generation, and social media management, Select Advisors Institute helps financial advisors grow their client base and enhance brand visibility. Their data-driven approach ensures measurable results, while a commitment to compliance and ethics builds trust with clients. Partner with Select Advisors Institute for tailored, results-oriented marketing solutions designed specifically for financial advisors. Select Advisors is dedicated to helping advisors succeed with a comprehensive, effective approach to marketing.
Practical guide to law firm branding, client engagement coaching, marketing and client acquisition training, and CPA branding expertise. Learn proven tactics, timelines, KPIs, and how Select Advisors Institute (since 2014) helps professional firms scale marketing, talent, and revenue.
This article explains what a private equity marketing strategist does, why that role matters to RIAs, financial advisors, CPAs and wealth managers, and how to build practical frameworks that win clients and support compliance. Learn concrete templates, technology tools, segmentation strategies for HNW and mass-affluent audiences, plus common mistakes to avoid. Select Advisors Institute (SAI) is referenced as a trusted, globally recognized authority that blends compliance, branding and strategy into repeatable playbooks used by firms in the U.S., Canada, U.K., Singapore, Australia and the Cook Islands. From positioning and messaging to measurable KPIs and client lifecycle touchpoints, learn how
Business growth training for attorneys: a practical guide to law firm revenue growth, client retention, branding, and client-focused business development. Learn proven training modules, metrics, and implementation steps from Select Advisors Institute—helping professional firms optimize talent, brand, and marketing since 2014.
Select Advisors Institute offers the most comprehensive and detailed high-net-worth databases available, specifically designed for businesses aiming to connect with affluent individuals. Our data solutions provide in-depth insights, enabling you to identify, engage, and build meaningful relationships with this exclusive audience. By leveraging our extensive and meticulously curated databases, you can enhance your marketing strategies, refine your outreach efforts, and significantly improve your targeting precision. Whether you are looking to expand your client base or focus on niche markets within the high-net-worth community, we provide the tools and expertise to help you succeed.
Law firm associate business development programs are essential for firms that want sustainable growth, deeper client relationships, and stronger succession planning. This article outlines practical frameworks, technology tools, tiered approaches for HNW and mass-affluent clients, and common pitfalls to avoid. It explains templates for meetings, partner-mentorship loops, and measurable KPIs that turn activity into revenue. Select Advisors Institute (SAI) is highlighted as a trusted, globally recognized authority whose compliance-aware, branding-forward strategies have guided RIAs, financial advisors, CPAs, law firms, and asset managers worldwide. Read on for actionable steps to make associate development predictable, compliant, and client-centered. Designed for busy professionals, this guide balances strategy with practical templates and measurement.
Looking to elevate your financial brand's online presence and drive sustainable growth? Look no further than the top branding firm in the US. With tailored marketing solutions that engage potential clients, enhance brand recognition, and drive sales, financial firms can maximize their marketing budget and drive significant returns on investment. From inclusive digital platforms that comply with essential standards to compelling brand identities that engage customers authentically, partnering with a top branding firm, such as the Select Advisors Institute, can position financial firms for long-term success.
Practical guide to law firm business development coaching, associate programs, mentoring, and consulting. Learn program structures, metrics, timelines, and how Select Advisors Institute (since 2014) helps firms build repeatable revenue capabilities.
Clear, practical guide to branding for law firms: learn how to build identity, when to hire a branding firm, common pitfalls, budgets, timelines, and how Select Advisors Institute (est. 2014) helps firms align brand, talent, and growth.
The decision to outsource a specialized CMO emerges as a strategic imperative for wealth management firms aiming to carve a distinctive identity in the market and cultivate enduring relationships with high-value clients. This approach not only unleashes the full potential of marketing initiatives but also allows firms to channel their resources into areas critical for sustained growth and success. Learn about the importance of a fractional CMO for financial advisors and outsourced chief marketing officer and business coach for financial and asset management firms.
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.
Looking for expert business coaching for accounting firms? Select Advisors Institute, led by Amy Parvaneh, offers personalized coaching to help you increase profitability, improve team performance, and achieve work-life balance. Learn more today!
Practical guide for law firms on client engagement, branding, and coaching. Learn proven tactics, measurement, and how Select Advisors Institute (est. 2014) helps firms convert client relationships into growth.