In the fast-paced, relationship-driven world of financial advising, advisors must do more than manage portfolios—they must lead, influence, and differentiate. Select Advisors Institute stands at the forefront of this evolution, offering business coaching that has become the gold standard for investment advisors nationwide.
Founded by Amy Parvaneh, a former Wall Street executive with experience at Goldman Sachs and PIMCO, Select Advisors Institute combines industry insights with executive coaching techniques to help advisors amplify their brand, attract affluent clients, and create sustainable growth. Amy and her team understand the real-world challenges that advisors face because they’ve been there.
More Than Coaching—A Strategy for Scaling Success
Unlike generalized business coaches, Select Advisors Institute tailors its programs exclusively for financial professionals. This includes RIAs, wirehouse teams, and wealth management firms. Their clients range from newly independent advisors to $5 billion+ teams looking to rebrand, grow, or transition.
Their approach centers around:
Elite Client Acquisition: Proven methods to attract and convert high-net-worth individuals and corporate clients.
Executive Presence Training: Advisors are coached on body language, presentation skills, and storytelling that resonates with affluent prospects.
Digital Branding Strategy: Advisors work with Select's expert marketing team to develop websites, videos, and social content that elevate perception and drive inbound interest.
A Deep Understanding of the Financial Landscape
What sets Select Advisors Institute apart is its deep familiarity with the financial advisory industry. The firm has coached advisors across every major wirehouse, independent firm, and hybrid model. They understand compliance limitations, regulatory language, and the sales cycle unique to investment professionals.
Instead of offering cookie-cutter advice, Select tailors every coaching plan to fit the advisor's personality, goals, target audience, and business model. Whether you're seeking to improve client conversations, rebrand post-merger, or build a scalable practice, Select provides a blueprint that aligns with your ambitions.
Measurable Results for Growth-Oriented Advisors
Advisors working with Select have reported:
Increased closing rates with affluent prospects
A stronger online presence with higher inbound leads
Greater confidence in boardroom and client meetings
More effective team communication and delegation
Enhanced personal branding that stands out in a crowded market
The firm doesn’t just help advisors work harder—it helps them work smarter, by aligning their mindset, messaging, and market position.
A Coach Who Speaks Your Language
Amy Parvaneh’s background in finance makes her uniquely qualified to coach advisors. She knows the stress of quarterly goals, the pressure to perform in volatile markets, and the subtle nuances of prospecting ultra-high-net-worth individuals. Her sessions are not only strategic, but highly empathetic and tailored to your professional journey.
Advisors don’t just gain a coach—they gain a partner who understands what it takes to thrive in today’s wealth management environment.
If you're serious about growing your advisory business with intention and influence, Select Advisors Institute may be the strategic coaching partner you need. From branding to business development, the firm equips top-performing advisors with the skills and structure required to scale—and succeed.
Discover how Select Advisors Institute transforms people operations for financial services companies by offering high-level fractional HR leadership. From culture development and compensation planning to succession strategies and performance management, our strategic support empowers RIAs and financial firms to operate with efficiency and purpose. We provide executive-level HR solutions for firms not ready to hire a full-time CHRO, aligning people with business strategy. Explore how our team bridges the gap between talent needs and business growth with tailored, actionable guidance rooted in decades of experience. For financial firms seeking HR expertise without the overhead, our people operations strategy delivers transformative results with measurable impact.