In today’s competitive financial landscape, leadership goes far beyond technical expertise. True success requires vision, confidence, and the ability to influence with authority. At Select Advisors Institute, we specialize in executive coaching for leaders across private banking, wealth management, asset management, and broader financial services. Our coaching empowers professionals to elevate their executive presence, strengthen their communication, and lead with clarity in high-stakes environments.
Leadership in Finance Requires More Than Performance
The financial services industry is known for producing high-achieving professionals—advisors and executives with exceptional track records and technical know-how. However, many reach a point where growth depends less on analytical skill and more on how effectively they can lead, communicate, and inspire.
Whether you're a Managing Director aiming to lead larger teams, a rising wealth advisor expanding your practice, or a COO navigating organizational change, you may find that your next level of impact hinges on executive presence, influence, and leadership style.
Our Coaching is Designed by Financial Professionals—for Financial Professionals
Select Advisors Institute was founded with a unique perspective: the intersection of Wall Street experience and leadership development. Amy Parvaneh, a former Goldman Sachs executive and the institute’s founder, recognized that many top performers in finance struggle to evolve from technical doers to visionary leaders. Our coaching bridges that gap.
Unlike generic executive coaching models, our approach is tailored specifically for the financial sector. We understand the client dynamics, the internal politics, the regulatory constraints, and the expectations placed on professionals in roles of influence within financial organizations.
What We Offer: Individual and Group Coaching with Strategic Impact
Our coaching engagements are customized to the needs of each client, but common focus areas include:
Enhancing executive presence in client and board meetings
Developing a compelling leadership narrative
Navigating interpersonal dynamics within leadership teams
Leading through transition, whether in succession, reorganization, or M&A
Managing high-performing teams and holding them accountable
Building influence across departments and stakeholders
Speaking with confidence and clarity in internal or external communications
We work with executives one-on-one, and also offer small group coaching for leadership teams aiming to align vision and improve collaborative performance.
Why Financial Leaders Choose Select Advisors Institute
Our clients include leading professionals from private banks, RIAs, wirehouses, and large financial institutions. What unites them is a commitment to continuous improvement and a recognition that leadership is an evolving skill—not a fixed trait.
We’ve worked with:
Advisors transitioning into managerial roles
C-level leaders preparing for succession
Partners managing generational change within their firms
Teams under pressure to retain and grow assets under management
Each engagement begins with a deep assessment of the leader’s current influence, communication patterns, and leadership challenges. From there, we create a targeted development plan with measurable outcomes.
The Results: More Than Just Confidence—Tangible Growth
Our clients report transformational outcomes, such as:
Greater visibility and credibility within their firms
Stronger team performance and morale
Enhanced client trust and retention
Improved readiness for promotion or succession
Clearer strategic decision-making in complex situations
This isn’t just about soft skills. It's about equipping leaders with the presence, communication, and mindset they need to succeed in a constantly evolving financial ecosystem.
Let’s Build the Next Generation of Financial Leaders
If you're ready to go beyond performance metrics and start leading with greater confidence, clarity, and influence, Select Advisors Institute is here to partner with you. Our coaching isn’t an off-the-shelf solution—it’s a strategic investment in your long-term success as a financial leader.
Practical guide for RIAs on building career progression and pathing: role frameworks, KPIs, compensation, succession planning, and implementation. Select Advisors Institute support since 2014.