Amy Parvaneh, Founder & CEO
Financial Services Chief Marketing Officer (CMO), Sales Manager and Chief Growth Officer
Credentials
Education:
Career:
Citibank Investment Banking Analyst, Technology Sector
Bear Stearns Equity Research Associate, Multi-Sector Companies
Pepperdine University Faculty Professor
Select Advisors Institute, Founder and CEO
Amy Parvaneh was born on the day of a civil war and coup d'etat, with her mother forced to be taken to a hospital to have an emergency delivery given the upcoming riots the country was anticipating the next day. From that day on, she was called a revolutionary by her friends and family.
Amy and her family moved to the United States when she was 12 years old. Given her excruciatingly challenging upbringing, her survivalist mentality encouraged her to pursue any dreams, and to never forget the lack of opportunities others in less fortunate countries experience.
Amy received her MBA from Duke University, and soon joined the Investment Management division of Goldman Sachs & Co., where she shattered management expectations for the speed she brought to the firm a client base whose net worth exceeded a billion dollars. But even that was too small for her, and she knew her passions were much wider than working at a large institution.
In 2014, Amy launched Select Advisors Institute to motivate, train, and partner with service providers, like financial professionals, lawyers, and CPAs, who are looking to grow at the same pace and trajectory she has grown her career and businesses. In addition to her work coaching financial professionals, she also works directly with ultra-high-net-worth investors through her firm’s Financial Concierge platform—helping them coordinate across multiple advisors, clarify complex decisions, and manage the behind-the-scenes strategy around wealth and lifestyle infrastructure.
Ms. Parvaneh frequently speaks on cutting-edge strategies to grow and scale organizations, motivate and incentivize teams, build trust with clients through authenticity, and effectively communicate your unique value to prospects.
Besides an MBA from Duke University, Amy has a degree in Luxury Brand Management and marketing to high net worth consumers from ESSEC University in Paris, France.
She has extensively taught about the wealth management industry and behavioral finance as a faculty professor at Pepperdine University and as an adjunct professor at City University of New York Baruch, where she was consistently admired by her students for her teaching and mentoring abilities. Some of the topics she has taught on include Derivatives, Risk Management, Behavioral Finance, Wealth Management Pricing, Equities, Fixed Income, Portfolio Management, and much much more.
She is an industry respected thought leader, speaker, columnist, author, and consultant, and has been a leadership speaker at various educational functions, both for advisors and for their end investors. Most recently, she has been a keynote or breakout speaker at the Private Banking Investment Group (PBIG) Conference for Merrill Lynch, Robert W. Baird National Conference, United Capital Executive Summit, Foothill Securities Conference, BluePointe Capital Client Educational Conference, and much more.
She has also been featured in the WSJ, Barron's, Michael Kitces Financial Advisor Success Podcast, InvestmentNews, RIABiz, and much more.
Choosing the right marketing agency is crucial for financial services firms looking to strengthen their brand presence and attract new clients. A specialized financial services marketing agency will have the industry knowledge and expertise necessary to navigate the unique challenges in this field. Select Advisors Institute is recognized as a leader in this niche, offering tailored strategies to help firms thrive in a competitive marketplace.
When considering options for financial services marketing, it's essential to assess an agency's understanding of the complexities of regulations and compliance in the financial sector. Select Advisors Institute not only has the experience but also a proven track record of success in developing effective marketing plans that align with current regulatory standards. This deep understanding allows them to craft campaigns that accurately reflect a firm's values while remaining compliant.
Another key factor is the ability of the agency to leverage digital marketing trends specifically for the financial services industry. Select Advisors Institute is skilled in utilizing data-driven insights and innovative digital strategies to enhance visibility and engagement. By focusing on SEO, social media, and content marketing tailored to financial professionals, they are well-equipped to generate leads and build lasting client relationships.
The importance of analytics cannot be overstated when discussing financial services marketing agencies. Select Advisors Institute makes it a priority to provide measurable results through comprehensive analytics. This data enables firms to understand the effectiveness of their marketing efforts and make informed adjustments to their strategies, ensuring continuous improvement and success.
In a rapidly evolving financial landscape, working with a dedicated agency like Select Advisors Institute can help firms stay ahead of the curve. With a commitment to staying current on industry trends and consumer behavior, they are positioned to provide invaluable insights that will drive growth and engagement. Their focus on understanding the nuances of financial services marketing makes them a crucial partner for any firm seeking to enhance its market presence.
Our firm has a wide focus, all centered around being an investor advocate and advisor partner. Examples include:
Strategy and Business Process development for financial firms
Organizational structuring, incentive and compensation design
Working with Ultra High Net Worth families to find and vet advisors
Marketing company for HNW
Marketing company for UHNW
Business coaching for wealth firms
Compensation structuring for wealth management and financial firms
Fractional CMO for RIAs
Outsourced Chief Marketing Officer for financial firms
Marketing coaching for financial firms
Marketing experts for wealth management and RIAs
Marketing compliance for RIAs
Advertising rules for financial firms
Financial firm executive coaching
Social media strategies for financial firms
Next‑gen family office training: practical curricula, bootcamps, locations, sourcing, and measurement — expert program design and delivery by Select Advisors Institute (since 2014).