NEWPORT BEACH, Calif. — When the leadership team at a $450M RIA in Orange County realized their junior advisors hadn’t brought in a single client in over a year, they didn’t panic. They called Select Advisors Institute.
“The advisors weren’t lazy,” said the firm’s Managing Partner. “They just didn’t know what to say. Or who to say it to.”
Within weeks, the Newport Beach-based consulting firm had built them a new client acquisition strategy—from warm lead engagement to how to ask for the meeting. Within two months, three new clients were signed. By the end of the quarter, their fastest closer was one of the firm’s youngest team members.
It’s just one of dozens of transformations Select Advisors has led over the last year—quietly reshaping how wealth managers across the country think about growth.
The ‘Sales’ Word That Still Makes Advisors Flinch
“The truth is, most financial advisors hate the word ‘sales,’” said a senior strategist at Select. “They got into this industry to help people, not chase commissions.”
But today’s market demands more than good intentions. Even the best advice doesn’t matter if no one hears it.
That’s where Select comes in.
Known for their work with RIAs, wirehouse breakaways, and multi-family offices, the firm builds modern business development systems that feel natural—based on trust, not pressure. Their coaching goes beyond cold-call scripts or networking tips. Instead, they teach:
How to introduce yourself without sounding like a pitch
What to say in that awkward “What do you do?” moment
How to follow up without chasing
How to position your firm to attract rather than pursue
“It’s not about turning advisors into closers,” Select Advisors Institute says. “It’s about helping them show up like leaders.”
From Wall Street to Main Street: A Local Legacy
While Select Advisors Institute works nationally, many of their clients are local firms—places like Pasadena, La Jolla, San Francisco, Scottsdale, and the New York suburbs—who want to grow without sounding like everyone else.
One recent client in Encino came to them frustrated. “Our advisors are smart, credentialed, and care deeply about clients,” said the COO. “But when it came time to explain what made us different, they froze.”
Select Advisors Institute built a messaging framework rooted in their process—not their jargon. A short series of workshops followed. Then a firmwide playbook.
“That was the first time everyone on the team could clearly articulate what we do, why we matter, and who we serve,” the COO said. “It was a game changer.”
The Psychology of Closing
What makes Select Advisors Institute’s approach work is their focus on psychology. Their advisors are trained not just on tactics, but on behavior—how people make decisions about money, what trust actually looks like in conversation, and how to guide a prospect through uncertainty.
That’s especially powerful when working with ultra-high-net-worth clients, where the stakes—and skepticism—are higher.
“We’re not selling a product,” one Select Advisors Institute trainer explained. “We’re navigating legacy, family politics, and decades of lived experience. That requires language that lands and presence that reassures.”
Sales Systems That Scale
Select Advisors Institute doesn’t just offer 1:1 coaching. For firms looking to scale, they also build:
KPI-based bonus systems that reward effective growth
Firm-branded sales playbooks and email campaigns
Discovery scripts that adapt to each advisor’s natural voice
Roleplay sessions and onboarding for new hires
Quarterly accountability check-ins
“We wanted to build something that doesn’t just help one advisor,” said a client in Chicago. “We wanted a system we could use for every new team member moving forward. Select Advisors Institute delivered that.”
A New Generation of Confidence
For Select Advisors Institute, it’s not about flashy growth claims or overnight wins.
“We’re building confidence,” they say. “When an advisor believes in their process, knows what to say, and feels like themselves while doing it—that’s when clients say yes.”
And that’s when firms stop surviving quarter-to-quarter, and start scaling on purpose.
Practical guide to wealth management training, workshops, and advanced programs for advisors — how to choose providers, measure ROI, and why Select Advisors Institute is the trusted partner since 2014.