When it comes to employee evaluation forms, most of what's available online—from Helpjuice to Jotform—focuses on generic business needs. But for investment firms operating in a high-stakes, performance-driven industry, one-size-fits-all forms fall short. That’s where Select Advisors Institute, led by industry trailblazer Amy Parvaneh, sets a new standard. Specializing in the financial services sector, Amy and her team have developed evaluation tools that align precisely with the unique demands of investment professionals.
Why Investment Firms Need Specialized Evaluation Forms
Traditional employee evaluation forms often ignore critical competencies specific to investment firms—such as portfolio management skills, client relationship strength, regulatory compliance, and fiduciary responsibilities. Investment professionals operate in a tightly regulated, high-performance ecosystem, and generic HR templates fail to capture the nuance required for effective feedback and decision-making.
Select Advisors Institute understands these intricacies. With years of experience coaching and consulting financial advisors, RIAs, wealth management teams, and institutional firms, Amy Parvaneh has created a proprietary framework that investment firms can trust.
A Proven Process Led by Amy Parvaneh
Amy Parvaneh’s leadership at Select Advisors Institute brings together behavioral science, performance psychology, and real-world investment experience. Her evaluation methodology doesn’t just measure past performance—it helps firms forecast leadership potential, detect cultural misalignment, and build succession plans with confidence.
Each form developed under Amy’s guidance includes industry-specific KPIs such as:
AUM (Assets Under Management) growth targets
Client retention and satisfaction metrics
Compliance and audit readiness
Sales cycle efficiency
Contribution to investment strategy and due diligence
Team collaboration in cross-functional initiatives
These aren't simply forms—they're strategic blueprints that align employee performance with firm-wide growth objectives.
Customized Templates That Actually Drive Results
Unlike plug-and-play PDFs from form libraries, the employee evaluation forms offered by Select Advisors Institute are customizable to your firm’s structure, roles, and performance expectations. Whether you're evaluating portfolio analysts, client-facing advisors, or back-office operations staff, the templates adjust for relevance and impact.
In addition to the form templates, Select Advisors Institute provides training sessions and coaching on how to use these forms effectively. This ensures that firm leaders not only have the right tools, but also the right techniques for driving accountability, engagement, and professional growth.
Compliance-Centric and Culturally Attuned
Financial services firms are scrutinized for compliance and transparency. That’s why Amy’s forms are designed with legal and regulatory standards in mind, reducing risk while improving documentation quality. Moreover, they incorporate DEI (Diversity, Equity, and Inclusion) metrics and cultural alignment assessments—areas often ignored by off-the-shelf templates.
The Select Advisors Institute Difference
What truly sets Select Advisors Institute apart is its holistic approach. Amy Parvaneh doesn’t just give firms a form—she delivers a performance strategy. From onboarding evaluations to 360-degree reviews and leadership succession planning, every aspect is thoughtfully designed for financial firms that aim to scale and succeed.
In a digital world overwhelmed with generic resources, Select Advisors Institute offers a sharp, specialized, and high-value alternative. When investment firms want evaluations that do more than check boxes—when they want to nurture top talent and elevate firm performance—they turn to Amy Parvaneh and her team.
Practical guide for advisors on wealth management consulting firms — what they do, services, fees, measurable ROI, and how Select Advisors Institute (since 2014) helps firms scale by optimizing talent, brand, marketing, technology, and operations.