Since 2013, our firm has provided a wide range of services to partner with sophisticated and extremely capable financial advisory firms, helping them get their message out to their target market…faster and better.

Your Challenges are Our Expertise

OUTSOURCED CMO FOR ADVISORS

Hiring a full-time Chief Marketing Officer at an advisory firm can get quite expensive, running upwards of $500K if you have someone who knows what they’re doing. Outsourcing to a trusted TEAM may be a better strategy for some.

Read more here!

FINANCIAL ADVISOR BUSINESS COACHING

From business to succession planning, our team can coach you around leadership, conflict management, process development, hiring and compensation can help you address many of your business goals.

Thinking about switching to another firm, transitioning your business, or managing your people better? Our team can give you the best direction on who’s who, what’s out there, and help you make the best decision!

CONTENT DEVELOPMENT, SOCIAL MEDIA AND WEBSITE DESIGN

Starting with Brand Development and leading to Outsourced Marketing Services, our team can help you around all aspects of your marketing creation and implementation.

Our firm has re-named, re-branded, and redefined the marketing strategy for 100’s of financial organization!

SALES PROCESS RE-ENGINEERING

“How can we enhance our process for developing new opportunities and growing our practice in a systematic manner? What is our business development strategy?”

Read our InvestmentNews article on revamping sales teams here.

LUXURY BRANDING TO REACH ULTRA HIGH NET WORTH & FAMILY OFFICES

We have a plethora of resources to help your team develop and address the discerning needs of family offices, from guidance on family governance to best networking events to meet such prospective clients. Watch one video about this topic here.

PROGRAM DEVELOPMENT FOR ADVISORY FIRMS

Whether you want to create a customized social or education program to roll out to all your clients, or you want us to build it out for you, our team can take care of all the logistics to help bring the reality to life!

Contact us to see some of our past events for advisory firms.

CONSULTATIVE SALES TRAINING

“Our team is comprised of some of the most service-oriented professionals, all who are detail-oriented and analytical. But can they grow the practice? Do they know how to develop business?”

Read more here!

ORGANIC SALES AND REFERRALS

“Are we maximizing our firm's earning potential by leveraging our existing client base to add more services and resource? How can we get more referrals?”

What is Referral Marketing? Our firm can help you write and execute a CUSTOMIZED referral marketing strategy to help you get more advocates and referrals from existing clients.

LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING

“How can we evolve our compensation plan, build processes and systems to enhance efficiencies, manage our workflow and teaming structures, handle succession planning and M&A?”

Read more here!

Schedule a call using the calendar below!

We work hands-on with your management team to make "outside the box" strategic decisions that can help your business grow faster over the long-term.  From revamping your team structures to hiring and compensation restructuring, we can be that outside perspective to help you meet your growth objectives.

If you would like to learn about our various growth programs, including Leadership Development, Marketing and Branding, and Sales Consulting, please fill out the form to the right.

The best financial advisors understand that ongoing growth requires more than just technical expertise—it demands leadership, communication skills, and the ability to navigate complex client relationships. An executive coach specializing in financial advisors helps professionals refine these skills, ensuring they can effectively articulate their value, build trust with clients, and lead their firms to long-term success. Select Advisors Institute offers tailored coaching that equips advisors with the mindset and strategies needed to excel in a competitive market.

One of the key benefits of working with a top-tier coach is accountability. Even the most experienced advisors can fall into patterns of inefficiency, losing focus on business development and client engagement. A coach provides structured guidance, keeping financial professionals aligned with their goals while identifying blind spots that may be holding them back. With Select Advisors Institute’s executive coaching, financial advisors receive personalized strategies designed to maximize productivity and accelerate business growth.

Beyond business strategies, coaching also helps financial advisors develop a resilient and success-driven mindset. The ability to manage stress, overcome challenges, and maintain confidence in high-stakes situations is what separates the best advisors from the rest. Through proven coaching methodologies, Select Advisors Institute empowers financial professionals to lead with clarity, adapt to industry changes, and stay motivated, no matter the obstacles they face.

For financial advisors who want to attract high-net-worth clients and scale their firms, investing in the right executive coaching program is a game-changer. The best coach for financial advisors is one who understands the nuances of the industry and provides actionable insights tailored to each advisor’s strengths and business model. Select Advisors Institute has helped countless financial professionals unlock their full potential, strengthen client relationships, and position themselves as top-tier advisors in their field.

Building a Digital Presence to Market Your Financial Advisory Business
Marketing a financial advisory business begins with establishing a strong online presence. A well-designed website optimized for search engines ensures potential clients find you easily when searching for financial guidance. Include client-focused content like blogs, FAQs, and financial calculators that address common concerns and demonstrate your expertise. Additionally, leverage social media platforms such as LinkedIn and Twitter to share success stories, financial tips, and industry insights. These platforms not only help establish credibility but also encourage engagement with your target audience, building trust over time.
Leveraging Personalization and Client Insights in Marketing
Personalization is key to effectively marketing a financial advisory business. By understanding your clients’ unique goals and challenges, you can craft tailored solutions that resonate with them. Utilize tools like email marketing to deliver personalized financial planning tips, reminders, and market updates. Hosting client-centric events, such as webinars or workshops, further positions your firm as a valuable resource. Don’t forget to gather feedback from existing clients to refine your messaging and ensure your strategies align with their needs. These efforts build loyalty and attract referrals, creating a sustainable growth pipeline for your advisory business.

How to Restructure Compensation in a Financial Firm—and Lead with Authority

If your financial firm’s compensation plan hasn’t evolved in the last 3–5 years, you’re already behind. The industry has shifted—clients are savvier, advisors are more entrepreneurial, and firm loyalty is no longer guaranteed by title or tenure. In this new era, compensation needs to do more than just pay people. It must attract talent, drive behavior, reward value creation, and retain top performers.

Done right, restructuring compensation can become a catalyst for growth. Done wrong, it can trigger attrition, stall momentum, and confuse your value proposition.

What a Strategic Compensation Restructure Looks Like
Restructuring is not about tweaking numbers—it’s about reengineering your talent engine. The most effective financial firms today are designing compensation with three things in mind:

Alignment with firm goals: Compensation should reinforce the activities that move the business forward—whether that’s business development, client retention, or team leadership.

Advisor segmentation: Rainmakers, relationship managers, service advisors, and junior planners all bring different value. Pay structures should reflect that diversity.

Transparency and predictability: Ambiguity kills motivation. Advisors need clarity on how they earn, how they grow, and how they advance.

A successful restructure might include the introduction of tiered payout grids, bonuses for key behaviors (like client acquisition or retention), equity opportunities for senior advisors, or new metrics tied to team success—not just individual production.

Why Executive Presence Must Accompany Compensation Change
Here’s what many firms miss: Compensation changes alter power dynamics. Leaders who restructure pay plans are not just changing numbers—they’re shifting culture. To pull this off, firm principals must have the executive presence to lead through resistance, clearly communicate vision, and inspire trust during uncertain transitions.

This isn’t about being charismatic—it’s about commanding a room, aligning stakeholders, and articulating change with clarity and conviction.

Executive presence becomes your secret weapon in driving firm-wide adoption of a new compensation model.

Why Select Advisors Institute Is the Top Choice
When firms need to overhaul their compensation models and elevate leadership at the same time, they call Select Advisors Institute. What makes them different? Their integrated, strategic approach. They don’t just provide spreadsheets or plug-and-play plans—they build custom compensation architectures that reflect your firm’s vision, growth goals, and talent mix.

But just as importantly, they prepare your leaders to communicate those changes with impact. Through targeted executive presence training, they help leaders embody authority, deliver change messages effectively, and retain advisor trust during periods of transformation.

If you want to lead—not just pay—like a top-tier firm, it starts with the right compensation structure and the leadership to carry it forward. Select Advisors Institute helps you build both—with precision, speed, and influence.

Restructuring compensation in a financial firm? Select Advisors Institute specializes in designing high-impact compensation models aligned with growth, retention, and advisor performance. From equity incentives to segmented pay structures, they help financial firms move beyond outdated models to create scalable, motivating plans. Their added edge? Executive presence training for firm leaders—equipping them to lead change with clarity, confidence, and authority. Discover how to restructure your compensation strategy while strengthening your leadership bench. Trusted by elite advisory teams nationwide, Select Advisors Institute delivers the systems and leadership development you need to thrive in today’s evolving financial landscape. Build smarter comp plans—and the presence to make them work.

***Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. Any referrals to outside professionals are made at the request of the client, who retains full discretion and responsibility for all decisions related to their wealth and estate. Select Advisors Institute does not manage or hold client assets and does not provide financial planning or investment management services.