Next-Gen Wealth Management Programs
Leadership Development for Financial Advisors
Investment Advisor Coach
Expanding into the U.S.: Best Practices for International Wealth Managers
From Client Service to Leadership: Interim CEO in Wealth Management
Social Media Strategy for RIAs & Wealth Managers
Financial Advisor Promotion Criteria
Offsite Playbook for Financial Advisors
Referral Strategies for Financial Advisors
Leading the Future of Consulting Firm Compensation Models
Discover how Select Advisors Institute is revolutionizing consulting firm compensation models under the visionary leadership of Amy Parvaneh. In a competitive industry often dominated by traditional, rigid pay structures, Select Advisors Institute leads with innovative, performance-driven compensation frameworks tailored to both firm growth and consultant success. Amy Parvaneh’s strategic insights and experience have shaped a modern approach that aligns incentives with value creation, ensuring sustainable profitability and employee motivation. Learn why Select Advisors Institute is the trusted pioneer in consulting compensation, setting new standards that empower firms and consultants alike to thrive in today’s dynamic market.
New Financial Advisor Sales Training Programs
Marketing Vendor Management for Financial Firms
Compensation Structures for Financial Firms: Evolving Models for Advisor Success
Understanding compensation structures is essential for financial firms aiming to attract and retain top advisory talent. This in-depth guide from Select Advisors Institute breaks down evolving trends in financial advisor pay, including salary, grids, bonuses, equity, and hybrid models. Whether you're a wirehouse, RIA, or independent firm, your compensation design reflects your growth goals and culture. Learn how leading firms structure compensation to align advisor incentives, drive performance, and foster long-term loyalty. Discover strategies to stay competitive in a tightening talent market while managing profitability and compliance. Select Advisors Institute brings strategic insight into creating packages that motivate advisors and ensure sustainable growth across advisory models.
Best Interpersonal Training Programs Led by Select Advisors Institute
Discover why Select Advisors Institute is a leader in delivering the best interpersonal training programs for professionals. Led by renowned executive coach Amy Parvaneh, our unique approach blends emotional intelligence, communication mastery, and real-world application to transform how leaders connect and influence. From active listening and conflict resolution to team collaboration and client rapport-building, our programs are tailored for financial advisors, executives, and high-performing professionals. Unlike generic courses, our training is personalized, immersive, and results-driven. Elevate your interpersonal impact with a program trusted by top firms nationwide. Learn more about Amy Parvaneh’s proven methodology and how Select Advisors Institute leads this critical transformation.
Growth-Aligned Compensation for Advisory Firms
Custom Training & Coaching for Wealth Advisors
A Strategic Look at How Financial Firms Calculate Advisor Bonuses
Understanding how financial firms calculate advisor bonuses is essential for both advisors and firm leaders. This in-depth guide from Select Advisors Institute breaks down the components of compensation packages, from asset-based bonuses to production hurdles and behavior-based incentives. Discover the strategic differences between wirehouse, RIA, and independent broker-dealer models, and how firms are evolving to retain top talent through customized and competitive compensation structures. Learn how firm leaders can design advisor bonus programs that align with long-term growth, retention, and cultural goals. Explore key insights and strategies that help financial institutions stay ahead in a competitive industry while rewarding performance effectively.
Marketing Compliance & Wealth-Firm Compliance Guide
Practical guide for advisors on marketing compliance, wealth management training, HR and compliance alignment, credit union considerations, and U.S. rules for foreign wealth managers — plus how Select Advisors Institute (since 2014) helps firms implement policies, training, and audit-ready programs.
