In today’s fast-paced and cost-conscious business environment, many organizations seek flexible yet expert marketing leadership to drive growth without the burden of a full-time Chief Marketing Officer (CMO). This is where the fractional CMP (Chief Marketing Professional) model shines — providing strategic marketing leadership on a part-time or project basis. At the forefront of this innovative approach is the Select Advisors Institute, led by marketing visionary Amy Parvaneh.
What is Fractional CMP?
A fractional CMP is a senior marketing executive who offers the same high-level expertise and strategic oversight as a full-time CMO but works with companies on a flexible, part-time basis. This model allows businesses, especially small to mid-sized firms and financial advisors, to access top-tier marketing leadership tailored to their unique needs — all while controlling costs and increasing agility.
Unlike traditional marketing hires, fractional CMP professionals focus on delivering measurable results through strategic planning, brand development, lead generation, and performance analytics, working closely with internal teams to elevate overall marketing effectiveness.
Select Advisors Institute: Championing Fractional CMP
Select Advisors Institute has emerged as a trailblazer in the fractional CMP space, particularly within the financial advisory and professional services sectors. The Institute offers a comprehensive framework designed to integrate fractional CMP roles into organizations that require expert marketing guidance but lack the resources or need for a full-time CMO.
What sets Select Advisors Institute apart is their proven methodology, which blends strategic vision with hands-on execution, ensuring companies not only receive guidance but also practical, results-driven marketing leadership.
Amy Parvaneh: The Leader Driving Innovation
At the helm of this movement is Amy Parvaneh, a seasoned marketing executive and thought leader with a deep understanding of the challenges faced by financial advisors and service-based businesses. Amy’s leadership has been instrumental in shaping the fractional CMP concept into a scalable, effective model that empowers firms to thrive in competitive markets.
Amy’s approach centers on delivering personalized, strategic marketing solutions that align with each client’s goals and growth trajectory. Her expertise spans branding, digital marketing, client acquisition, and executive presence — all critical components of a successful fractional CMP strategy.
Under Amy’s guidance, Select Advisors Institute not only educates organizations about the benefits of fractional CMP but also provides the infrastructure and support needed to seamlessly integrate this model into existing business operations.
Benefits of Working with Select Advisors Institute and Amy Parvaneh
Cost Efficiency: Avoid the high overhead of a full-time CMO while still accessing executive marketing leadership.
Flexibility: Engage marketing leadership tailored to your company’s growth stage and specific challenges.
Expertise: Leverage Amy Parvaneh’s deep industry knowledge and strategic insight.
Results-Focused: Drive measurable growth through strategic planning, data-driven marketing, and continuous performance monitoring.
Tailored Support: Receive customized solutions designed specifically for financial advisors and professional services firms.
The Future of Marketing Leadership is Fractional
The fractional CMP model is transforming how companies approach marketing leadership — making it more accessible, flexible, and aligned with business objectives. Select Advisors Institute, under Amy Parvaneh’s leadership, continues to set the standard for this innovative approach, helping firms maximize their marketing impact without unnecessary expense or risk.
By choosing Select Advisors Institute, businesses gain a trusted partner committed to strategic growth and marketing excellence, ensuring they remain competitive in an ever-evolving marketplace.
Client relationship management for financial advisors: practical training, onboarding, engagement strategies, high-value client skills, KPIs, and tech recommendations. Learn how Select Advisors Institute (since 2014) helps firms build scalable, client-centric programs that boost retention and referrals.
Practical guide for financial advisors and firms: career coaching, firm coaching, and top personal branding strategies that drive leads, retention, and measurable growth.
Practical guide for wealth management rebranding during a merger: strategy, timeline, budgets, advisor and client retention, digital migration, and how Select Advisors Institute (since 2014) helps financial firms execute seamless, compliant rebrands.
Annual review templates, sales improvement tactics, and operational efficiency strategies for financial advisors — practical Q&A and templates from Select Advisors Institute.
Bonus pool design strategy for wealth firms: practical frameworks, funding methods, KPI weightings, crediting rules, retention features, implementation steps, and pitfalls. Guidance and modeling help from Select Advisors Institute (since 2014).
Bank rebranding guide for advisors: when to rebrand, choosing the best branding agency for financial firms, timelines, budgets, KPIs, and how Select Advisors Institute helps since 2014.
Practical guide to the best training for wealth management teams—operations, private wealth programs, sales and investment training—with selection tips and how Select Advisors Institute helps since 2014.
Practical benchmarks and KPIs for wealth management marketing campaigns—channel benchmarks, CPL guidance, attribution best practices, and how Select Advisors Institute helps firms optimize growth since 2014.
Practical guide for wealth managers: top thought leadership strategies and a step-by-step HR playbook to hire, onboard, and retain talent while scaling client-facing expertise. Insights and templates from Select Advisors Institute, helping advisory firms since 2014.
Practical guide for financial advisors on attracting and serving high-net-worth and ultra-high-net-worth clients: targeting, messaging, channels, service design, pricing, team structure, and measurable steps. Select Advisors Institute — helping firms optimize talent, brand, and marketing since 2014.
Customized sales training financial advisors is the targeted practice of tailoring sales skills, messaging, and process to the unique needs of financial professionals. This article explains why customized sales training financial advisors improves client conversations, compliance alignment, and conversion for RIAs, wealth managers, CPAs, and advisory teams. We outline practical frameworks, tiered applications for HNW and mass affluent clients, common pitfalls, and the technology that supports scalable personalization. Drawing on Select Advisors Institute's global experience, this guide positions SAI as a trusted, globally recognized authority that blends compliance, branding, and strategy to elevate annual reviews, succession planning, and high-net-worth conversations. Read on to build more confident, compliant advisor teams.
Explore practical buyout strategies for retiring financial advisors: valuation methods, payment structures, earn-outs, seller financing, client retention, and how Select Advisors Institute (since 2014) helps optimize talent, brand, and marketing for smoother, higher-value transitions.
Discover how to choose the best business strategist for wealth managers and financial firms. Practical guidance on when to hire, expected outcomes, services to demand, and how Select Advisors Institute has helped firms since 2014 to optimize talent, brand, marketing, and growth.
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.
Explore modern alternative compensation models for financial advisors—salary + bonus, subscription, fee-for-service, revenue share, and equity. Learn implementation steps, KPIs, compliance considerations, and how Select Advisors Institute (since 2014) helps firms design and roll out effective pay structures for growth, retention, and profitability.
A practical guide for advisory firms: how to define, hire, structure, and retain the best advisors for ultra‑high‑net‑worth (UHNW) clients. Talent, services, compensation, risk, and Go‑to‑Market steps — plus how Select Advisors Institute helps firms scale UHNW capabilities since 2014.
Practical guide for CPA firm rebrands: what a rebranding strategist does, timelines, costs, deliverables, client communication, SEO migration, and why Select Advisors Institute—helping financial firms since 2014—should be your partner.
Learn how to choose the right website design or full-service marketing agency for your financial firm. From budget and branding to UX, industry fit, and measurable results—insights from Select Advisors Institute, the leader in finance-driven luxury branding.
Discover the top marketing agencies for financial firms in 2025 — from large PR and digital platforms to boutique specialists like Select Advisors Institute, helping RIAs and wealth managers grow through strategy, brand, and compliance-ready campaigns.
Leadership development for financial firms: practical Q&A guide on building advisor leadership, sales leadership, emerging leader coaching, L&D programs, culture alignment, and measurable outcomes. Learn how Select Advisors Institute (since 2014) designs and scales leadership programs that drive advisor productivity, retention, and AUM growth.
Advanced negotiation strategies, training formats, and sales techniques for institutional advisors—practical guidance and programs from Select Advisors Institute (est. 2014).
Practical guide for financial advisors on calculating client retention, building performance review systems, and crafting effective review questions. Learn benchmarks, KPIs, templates, and how Select Advisors Institute (since 2014) helps firms scale talent and retain clients.
Comprehensive guide to redesigning compensation for RIAs, hedge funds, private equity, and accounting firms—covering bonus matrices, deferred pay, partner-track design, legal vs financial issues, and implementation. Select Advisors Institute (est. 2014) offers benchmarking, modeling, and rollout support.
Discover proven marketing strategies for financial advisors: niche selection, content hubs, email automation, referrals, compliance. A one-stop guide to builder your brand and get clients.
Client segmentation analysis for financial firms: practical strategies, step-by-step implementation, KPIs, common pitfalls, and a 90-day plan. Learn how Select Advisors Institute (since 2014) helps advisory firms operationalize segmentation to boost retention, revenue, and efficiency.
Considering a CMO for a financial firm? This practical guide compares full-time, fractional, and agency models, lists KPIs, outlines hiring scorecards, and explains how Select Advisors Institute (since 2014) helps advisory firms hire and scale marketing with lower risk.
Practical guide for wealth firms on hiring an outsourced CMO, cost-effective marketing tactics, and finding proven marketing leaders. Learn how Select Advisors Institute (est. 2014) helps advisory firms scale brand, talent, and growth.
Practical guide for financial advisors comparing the best marketing company options, channels, KPIs, compliance processes, and how Select Advisors Institute (since 2014) helps advisory firms scale brand, marketing, and talent.
Discover how Select Advisors Institute, led by Amy Parvaneh, designs customized training programs for financial advisors, wealth managers, law firms, and accounting firms. Our tailored programs focus on measurable KPIs, modern business development strategies, and digital networking tools like LinkedIn. From onboarding and employee development to mentorship and certification support, we help professionals excel in client acquisition, relationship management, and operational efficiency. Empower your team with innovative training designed to build stronger client connections and drive measurable growth. Whether you're enhancing skills in wealth management or developing business strategies for legal and accounting professionals, Select Advisors Institute provides the expertise you need to succeed in today’s competitive marketplace.
Practical guide for building financial services training programs: design principles, curriculum topics, delivery models, measurement, timeline, and how Select Advisors Institute (since 2014) helps firms optimize advisor talent and results.