Public Speaking Training for Seviora Group

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Public Speaking Training for Seviora Group

$30,000.00

About Select Advisors Institute

Select Advisors Institute is a premier leadership and communication consultancy specializing in training senior professionals across the financial services industry. Our expertise lies in helping high-performing individuals turn technical knowledge into powerful, influential communication - whether speaking on stage, engaging with clients, or leading in-house teams.

We’ve trained over 1,000 firms and executives across investment management, private wealth, accounting and asset management to present with clarity, authority, and memorability in the most high-stakes settings.

Our speaking engagements and offsites have supported professionals preparing for:

  • Investor days

  • Global economic forums

  • Industry panels and keynote presentations

  • Client pitch events and fund launches

Amy Parvaneh is the founder and CEO of Select Advisors Institute and serves as our main trainer for international clients. She is a global communications strategist and speaker development coach for top-performing professionals in asset management, private wealth, and financial services. With a rare mix of institutional investment experience and elite presentation coaching, Amy helps experts speak with confidence, clarity, and influence - whether on stage, in panels, or during investor forums.

Professional Background:

  • Former Private Wealth Advisor, Goldman Sachs – sourced and advised UHNW clients with nearly $1B in net worth

  • Institutional Business Development, PIMCO – led messaging strategy for economic positioning across the U.S. RIA channel

  • MBA, Duke University

  • Certificate in Luxury Branding, ESSEC Business School (Paris)

  • Former Faculty Professor of Wealth Management & Leadership Communications, Pepperdine University

Past Clients Include:

  • Goldman Sachs

  • Merrill Lynch

  • LPL Financial

  • Lincoln Financial

  • RW Baird

  • Schwab-Affiliated Registered Investment Advisors (RIAs)

  • and multi-billion-dollar asset management firms.

Please view Additional Offsites & Services

🔹 Program Overview

This is a two-day, on-site public speaking training tailored for Seviora Group’s fund managers, distribution professionals, and subject matter experts who present at high-profile events such as investor forums, intermediary briefings, and keynote panels.

The objective is to help each speaker sharpen their message, command the room, and deliver presentations that resonate, convert, and elevate Seviora’s brand as a thought leader.

🔹 Fee & Inclusions

$30,000 USD – All-Inclusive
Covers all preparation, training delivery, travel, materials, and follow-up.

Program includes participation for up to 30 professionals, with Day 1 delivered as a full-group masterclass and Day 2 structured in rotating small-group coaching labs (3–5 participants per group).

🔹 Amy’s Current Availability for On-Site Training

  • July 18 – August 11, 2025

  • December 19 – December 24, 2025

  • Additional 2025 dates may be available upon request

🔹 Pre-Offsite Intake

A short survey will be sent to participants prior to the training to assess:

  • Types of events they typically speak at

  • Comfort level with public speaking

  • Current presentation style (scripted, slides, off-the-cuff)

  • Specific speaking challenges

  • What kind of speaker they admire

  • What they want to improve most

This will guide the pacing, content, and breakout focus areas.

Day 1: Group Masterclass (Up to 20 Participants)

Theme: Command the Room – How to Captivate, Simplify, and Persuade

9:00 – 9:30 AM | Speaker Warmup + Icebreaker
Each participant delivers a 2-minute talk.
Live feedback and peer insights set the tone for personalized improvement.

9:30 – 10:30 AM | Making the First 30 Seconds Count

  • Techniques to hook the audience instantly

  • Analyze sample opening clips from respected industry speakers

  • Breakout: rewrite and share your own new opening

10:30 – 11:30 AM | Simplifying the Complex

  • How to explain fund strategy or market commentary in plain terms

  • Breakout: turn dense content into a 60-second, client-friendly version

11:30 – 12:30 PM | Message That Sticks

  • Structure for clear, repeatable core messaging

  • Group exercise: build your own “three-line pitch”

12:30 – 1:30 PM | Lunch Break

Optional side-coaching available during lunch for volunteers

1:30 – 2:30 PM | Presence, Posture & Voice

  • Practice high-confidence body language and vocal delivery

  • Live camera exercises with playback for awareness and correction

2:30 – 3:30 PM | Handling Investor Q&A & Fireside Chats

  • Role-play: handling curveball questions on fees, volatility, underperformance

  • Simulation of moderated fireside conversations

3:30 – 4:30 PM | Writing Your Script + Closing Debrief

  • Begin drafting a real upcoming speaking script (2–3 min)

  • Final practice rounds + group insights

Day 2: Small Group Simulation Labs (3–5 People Per Group)

Theme: Personalization and Mastery

Each group rotates through four coaching labs:

Lab 1: On-Camera Coaching + Playback
Deliver your talk, watch it back, and receive detailed notes on pacing, tone, and stage presence.

Lab 2: Fireside Panel Simulation
Practice speaking in a panel environment—how to contribute meaningfully without dominating.

Lab 3: Real-Time Investor Q&A
Live unscripted questioning with structured feedback. Focus on confidence, bridging, and staying on message.

Lab 4: Script Refinement & Messaging Personalization
Edit and rehearse the script from Day 1 with individualized coaching to prep for a real event.

🔹 Post-Offsite Deliverables

  • A 1-paragraph personalized feedback summary for each participant

  • Group recap of themes and common strengths/growth areas

  • “Speaker Toolkit” PDF with talk track templates and language formulas

  • Optional 60-minute Zoom follow-up (within 60 days)

Quantity:
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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.