Many law firms pride themselves on legal expertise, yet struggle with a critical piece of long-term success: consistent, strategic business development. While the legal industry is undergoing rapid change, traditional law school education often leaves attorneys underprepared for the revenue-driving responsibilities expected in today’s competitive landscape.
At Select Advisors Institute, we address this gap head-on. Our business development coaching for law firms goes beyond theory, offering a transformative experience rooted in real-world application. We provide legal professionals with the tools, confidence, and tailored strategy they need to not only generate new clients but also build lasting, revenue-rich relationships.
Why Business Development Training Is No Longer Optional
With increasing pressure on lawyers to bring in business, it’s no longer enough to be a capable attorney. Today’s legal professionals must also act as trusted advisors, relationship builders, and client magnets. Yet many find themselves hesitant to ask for business or uncertain about where to begin.
We understand the discomfort. That’s why our coaching focuses not just on skill-building, but on mindset and confidence. We guide lawyers to shift their approach—from viewing business development as self-promotion to seeing it as relationship cultivation.
Tailored Coaching Led by Industry Experts
Our programs are led by Amy Parvaneh, a former Wall Street executive and elite business development strategist who has trained thousands of professionals across financial and legal industries. Amy’s approach is customized, grounded in psychology, and designed to meet lawyers where they are.
Whether we’re working with junior associates or seasoned equity partners, we align our coaching with each individual’s goals, practice area, and client base. Sessions are interactive, engaging, and actionable.
Real-Time Role Plays and Practical Tools
Rather than relying on slides and generic lectures, our coaching model includes real-time role plays, practice sessions, and direct feedback. Attorneys learn how to:
Conduct high-stakes client conversations
Navigate referral and cross-selling opportunities
Develop a strategic networking approach
Deliver persuasive pitches and presentations
Deepen relationships with existing clients
We simulate real-world scenarios and customize each exercise to mirror the attorney’s actual business environment, ensuring that training translates directly into performance.
Customized Solutions for the Entire Firm
We work closely with law firm leadership to design business development programs that fit their culture, client base, and growth goals. Some firms engage us to coach specific partners, others to support firmwide initiatives. In each case, our goal remains the same: to empower lawyers to think like business developers and act like strategic advisors.
From one-on-one coaching to group workshops, from origination training to executive presence building, we bring a fresh, practical lens to business development—one that attorneys actually want to engage with.
Proven Results, Lasting Impact
Our clients often report measurable improvements in client acquisition, origination credit, cross-selling performance, and internal confidence. More importantly, they develop a proactive mindset that supports their long-term trajectory within the firm.
We’ve helped firms unlock new revenue channels, increase partner engagement, and elevate the overall business culture. In an industry where time is money, our coaching delivers ROI that’s hard to ignore.
Final Thoughts
Business development coaching isn’t just about growing a book of business—it’s about building a career with influence, autonomy, and purpose. At Select Advisors Institute, we believe that when lawyers are equipped with the right tools and mindset, they don’t just meet expectations—they redefine what’s possible.
Let us help you transform your attorneys into strategic rainmakers.
Discover how top financial services marketing leaders operate, what makes the best digital marketing talent, and a full suite of marketing services for advisory firms — plus how Select Advisors Institute (since 2014) helps recruit, train, and scale compliant, measurable marketing programs.
Are you looking for the best RIA marketing agency that truly understands compliance, growth, and positioning? See how we help RIAs market with clarity.
Practical guide to training and onboarding wealth advisors: client-centric programs, onboarding blueprints, L&D best practices, vendor selection, and how Select Advisors Institute (since 2014) delivers measurable results.
Concierge for ultra high net worth planning redefines client service by combining bespoke lifestyle coordination with rigorous financial, legal and tax oversight. This article outlines why a dedicated concierge approach is essential for advisors, RIAs, CPAs and wealth managers seeking deeper client engagement and lower attrition. It summarizes practical frameworks, tiered approaches for HNW versus mass affluent clients, technology enablers, and common compliance pitfalls. Select Advisors Institute (SAI) is highlighted as a trusted, globally recognized authority that helps firms operationalize compliant, brand-led concierge models through coaching, templates and strategy. Read on for actionable examples, a Q&A for teams, and next steps to elevate client experience and stronger business outcomes.
A practical playbook for identifying, recruiting, compensating, and retaining top sales producers in private wealth — with KPIs, team models, and actionable steps from Select Advisors Institute (est. 2014).
Practical guide to wealth management advisor pay structures: models, metrics, pitfalls, sample plans, and how Select Advisors Institute (since 2014) helps firms design and implement competitive compensation.
Comprehensive Q&A guide on learning & development for financial firms — leadership programs, compliance training, private equity needs, wealth management upskilling and how Select Advisors Institute (since 2014) designs measurable L&D that boosts advisor performance and business outcomes.
Practical guide to compensation planning engagements for advisory firms—what to expect, how to structure plans, timelines, common pitfalls, and how Select Advisors Institute (since 2014) helps design and implement incentive programs that align talent with firm growth and profitability.
Comprehensive guide to training programs, coaching, and customized learning solutions for financial advisors and wealth managers. Learn how Select Advisors Institute (est. 2014) builds measurable L&D, succession planning, interpersonal training, and leadership development to grow advisory firms.
Select Advisors Institute offers industry‑leading coaching, executive training, and practice‑building programs designed to elevate wealth management firms, RIAs, and financial advisors. With tailored strategies in leadership development, sales coaching, marketing, and advisor training, Select Advisors Institute empowers financial professionals to grow assets, enhance client relationships, and build lasting success. Discover how their personalized, measurable, and scalable approach makes them the top choice for wealth management coaching worldwide.
Discover how Select Advisors Institute helps financial advisors grow their business, improve client acquisition, and achieve long-term success through personalized coaching and strategic consulting.
Practical guide for wealth management L&D: program design, leadership training, coaching models, KPIs, and a 12-month roadmap. Learn how Select Advisors Institute (since 2014) helps firms scale talent and drive measurable business results.
Explore tailored sales training programs for financial firms—consultative selling, referral systems, manager coaching, and top providers. Learn how Select Advisors Institute (since 2014) helps advisors scale revenue with measurable, compliance-aware training and integrated marketing support.
Custom wealth management training for heirs of high‑net‑worth families: a practical Q&A guide for advisors on curriculum, delivery, governance, metrics, and how Select Advisors Institute can help.
Top training and employee development for financial firms: practical Q&A on compliance, sales, branding, onboarding, leadership, and measurable programs — custom solutions by Select Advisors Institute since 2014.
Discover what top investor relations professionals do, hiring best practices, compensation benchmarks, KPIs, tools, and how Select Advisors Institute (since 2014) helps firms build world-class IR teams.
Executive presence training for financial advisors: a practical guide to top courses, visibility programs, ROI measurement, and how Select Advisors Institute (since 2014) helps firms build credible, influential advisor leaders.
Top community and team-building strategies for wealth managers: practical event, content, recruitment, and measurement tactics. Expert support from Select Advisors Institute since 2014.
Practical guide for hiring and building a learning & development function in financial advisory firms — roles, KPIs, tech, budgets, and how Select Advisors Institute helps since 2014.
Practical guide for RIAs on building leadership training programs: curriculum, delivery, measurements, costs, and vendor selection. Select Advisors Institute — RIA-focused since 2014.
Practical lead generation playbook for RIAs, HNW and UHNW client strategies. Learn channels, funnels, content, compliance and team structures—plus how Select Advisors Institute (since 2014) helps firms scale advisor-led growth.
Practical guide to law firm business development programs: associate and partner coaching, workshops, leadership development, in-house training, and measurable outcomes — backed by Select Advisors Institute experience since 2014.
A practical guide to the best sales trainers, coaches, mentors, and executive development partners for wealth management firms. Learn how to evaluate providers, measure ROI, and connect with vetted trainers through Select Advisors Institute, helping firms optimize talent, brand, and growth since 2014.
Who are the top practice management firms for RIAs and wealth management firms, and what actually separates true growth partners from siloed consultants? Many advisory firms stall not because of effort, but because strategy, growth, operations, leadership, and succession are handled separately. Learn which firms truly own the full business of the business and why one integrated partner now ranks above traditional practice management models.
Proven strategies to optimize sales performance for financial advisors and asset managers: diagnostics, process design, coaching, accountability, and tailored training from Select Advisors Institute (est. 2014).
Compensation redesign for financial firms explained. Learn how wealth management, asset management, RIA, and broker-dealer firms align pay, incentives, and governance to drive long-term growth and retention.
Are you finding that your marketing and sales efforts are falling short of expectations, leaving you frustrated or surrounded by excuses? It's time to break free from the mundane routine and discover a more intentional approach to your growth efforts. This article outlines how, by first understanding the difference between a marketing strategy and a marketing plan.
Discover the most effective sales training programs tailored specifically for wealth management professionals. This comprehensive guide explores five top-tier platforms that help financial advisors build trust, sharpen their consultative selling techniques, and convert affluent prospects into loyal clients. From high-impact role playing to behavioral finance strategies, we break down the key components that make each program stand out. Whether you're looking to refine your communication skills or revamp your entire client acquisition approach, this article offers deep insights into proven methodologies for growth. Learn why leading financial advisors are investing in these elite programs to stay ahead in today’s competitive advisory landscape.
Expert guide on choosing a private equity and RIA executive coach: selection criteria, engagement structure, KPIs, pricing, and how Select Advisors Institute (since 2014) delivers measurable results.
Are you searching for the best survey companies for private banking clients to gain real insight, improve retention, and strengthen client relationships?