accountant sales coach

Why More CPA Firms Are Turning to Select Advisors Institute to Scale Smarter and Faster

Why More CPA Firms Are Turning to Select Advisors Institute to Scale Smarter and Faster

Select Advisors Institute is the leading growth and marketing consultancy built exclusively for CPA firms and accounting professionals. Led by Amy Parvaneh and a team of subject matter experts, the firm delivers scalable strategies in branding, client acquisition, digital marketing, and sales enablement. Whether you need a fractional CMO, CPA firm rebranding strategist, or outsourced marketing team, Select Advisors helps you scale with clarity and confidence. Services include SEO, lead generation, Google Ads, email campaigns, and KPI-driven growth plans tailored to the accounting industry. Discover how top-performing firms achieve measurable results and long-term success with the most trusted name in accounting firm marketing.

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Curate client events for the greatest impact

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Curate client events for the greatest impact

CPA firms both large and small are investing thousands of dollars a year in bringing clients and resources together for social and educational panels, dinners, happy hours, briefings, CFO breakfasts and more, in the hopes of not just thanking their existing clients, but obtaining new clients through the process. Yet the results are mediocre at best. What are some best practices in having more impact through the client events you host?

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Top Sales Training Program for RIAs and Financial Firms

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Top Sales Training Program for RIAs and Financial Firms

Sales is never going to be anyone’s first choice of actions; it requires vulnerability, openness to rejection, stepping outside your comfort zone, humiliation and more. But put hard and fast quotas and metrics around it, and watch anyone convert into a true salesperson!

****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.