Start a Wealth Management Firm in the U.S.
Concierge Services for Wealth Firms
Equity & Profit-Sharing Structures for RIAs and Hedge Funds
Practical guide for RIAs and hedge funds: how to structure long‑term incentive plans, equity compensation, and partner profit‑sharing. Learn common vehicles (RSUs, profit interests, phantom equity), vesting, tax and governance best practices — with implementation support from Select Advisors Institute (est. 2014).
Accounting Firms Adding Wealth Management
Talent Acquisition Training for Wealth Management Firms
High-Performance Firm Culture
Practical guide for financial advisors on building a high-performance firm culture: assess current state, hire and onboard for fit, align incentives, measure KPIs, and scale leadership. Select Advisors Institute has helped advisory firms worldwide since 2014 with playbooks, talent solutions, and implementation support.
High‑Net‑Worth Growth Playbook
High-Net-Worth Client Acquisition Strategies
How to Train Financial Advisors Without Losing Time or Money
High-Impact Workshops for Financial Advisors
Growth-Aligned Compensation
Talent Development for Financial Advisors
Best Growth Strategist for Independent RIAs
Learning & Development Strategies for Financial Advisory Firms
Group Training for Wealth Management Teams
Top Performing Hedge Fund Employees
Discover how Select Advisors Institute, under the leadership of Amy Parvaneh, is redefining talent in the hedge fund industry. While others focus on returns, Select Advisors is building the infrastructure behind the best-performing hedge fund employees—creating elite communicators, relationship-builders, and rainmakers. Through intensive executive coaching, brand elevation, and tailored leadership programs, the firm empowers hedge fund professionals to not only generate alpha—but to become indispensable leaders. Read how top-performing employees from funds like Millennium, Citadel, and Point72 turn to Select Advisors for the competitive edge that drives career-defining outcomes.
