Some of our recent speaking engagements

Our founder and CEO, Amy Parvaneh, has spoken in front of 1,000's of CPA's and Financial Advisors, motivating and energizing teams to grow their practice and utilize new strategies for messaging, marketing and business development.  Amy's extensive background in teaching and training (both in academia as a faculty professor at Pepperdine University's Master's of Finance Program, but also in front of so many business professionals), allows her to make the audience feel a level of comfort and inspiration in learning new methodologies.

Please contact us using the form below if you'd like Amy to be a speaker at your next team offsite or conference.

  1st Global Advisor Conference    Business Development and Branding Best practices for accountants and financial advisors    Frisco, TX

1st Global Advisor Conference

Business Development and Branding Best practices for accountants and financial advisors

Frisco, TX

  United Capital Executive Summit    Building a process for growth   Miami, Florida

United Capital Executive Summit

Building a process for growth

Miami, Florida

  Pepperdine University    Faculty Professor of Wealth Management   Malibu, CA

Pepperdine University

Faculty Professor of Wealth Management

Malibu, CA

  Merrill Lynch   Private Banking Investment Group    Growth Strategies for Financial Advisors   Orlando, Florida

Merrill Lynch Private Banking Investment Group

Growth Strategies for Financial Advisors

Orlando, Florida

  Merrill Lynch Top Advisor Summit    Business development strategies in the modern era   Marco Island, Florida

Merrill Lynch Top Advisor Summit

Business development strategies in the modern era

Marco Island, Florida

  Foothill Securities     Branding and growth strategies   San Jose, CA

Foothill Securities

Branding and growth strategies

San Jose, CA

  Annual team offsite for $4 billion RIA    Leveraging your existing clients' help for more growth    Big Cedar Lodge, Ridgedale, MO

Annual team offsite for $4 billion RIA

Leveraging your existing clients' help for more growth

Big Cedar Lodge, Ridgedale, MO

  Robert W Baird Top Producer Conference   Minneapolis, MO

Robert W Baird Top Producer Conference

Minneapolis, MO

  Team offsite of $4 billion RIA to build business development processes and tools   Cornell Club, New York

Team offsite of $4 billion RIA to build business development processes and tools

Cornell Club, New York

  Keynote speaker and facilitator of Women's Bootcamp client event for $500MM multi family office    Helping client spouses become more educated on their investment goals   Silicon Valley, CA

Keynote speaker and facilitator of Women's Bootcamp client event for $500MM multi family office

Helping client spouses become more educated on their investment goals

Silicon Valley, CA

6L1A0411 (1).jpg

Amy Parvaneh

FOUNDER & 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 who are looking to grow at the same pace and trajectory she has grown her career and businesses.

Ms. Parvaneh speaks frequently about motivating sales teams, having a vision and sticking with it, having a sense of urgency with prospects, and building trust and lasting relationships with clients and prospects by being hungry, humble, and true to yourself.  She also teaches about cutting edge methods to get in front of prospects to articulate how you are unique.

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 speaker at the Robert W. Baird National conference, a speaker and facilitator at the 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 PodcastInvestmentNews, RIABiz, and much more.

Tell Us What You Need

Name *
Name
Phone *
Phone