Brand Development Summit


Brand Development Summit


As seen in Barron’s, RIABiz, WSJ, Kitces Podcast and More!

Join us on May 23rd for a 2-day offsite around business development and modern marketing approaches in the wealth management arena.

Work hands on with our team to develop your brand, your story, and your approach for growing your practice.

Learn strategies and methods that our founder, Amy Parvaneh, discusses at Industry Conferences and with some of the top wealth managers (at RIA’s and Wirehouses) across the nation.

Register today for a spot at our upcoming event.


Early Bird (Before April 15): $750/Advisor (NO LONGER AVAILABLE)

Between April 15 and May 1: $999/Advisor (NO LONGER AVAILABLE)

After May 1: $1,200/Advisor

We are not offering group rates for this event.

For any questions, please email us at

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Due to the preparation required for the event per advisor, Select Advisors does not offer refunds upon your purchase, so please make sure you have all your questions answered prior to signing up.