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At Select Advisors, we fully understand that some situations are timely, and can make or break your business if not approached in the right manner.

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Take for example a prospect you meet on a plane. He is a well-known celebrity, and he's shared with you his whole life story on a five hour flight from JFK to LAX. What do you do next to convert that conversation from a personal one to a business one? It might sound simple, but what if you don't pursue it the right way and he never calls you back?

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You may have set up a meeting with a trust and estate attorney who is the most well-known in your community. You know he covers everyone whose net worth is over $20mm in your town, but how can you maximize that meeting? It's been said that lawyers can be go out to lunch and breakfast with a different financial advisor every day of the week if they wanted to. How can you differentiate yourself and make an impact?

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You may have finally landed a meeting with the board of a $50mm foundation. Do you have the right messaging and documents to bring to your presentation? Have you strategized on who should take what role in the meeting? What if one of you talks too much? What if you don't address what they need? 

Our Menu of On Demand Situations

Featured
Referralytics™
Referralytics™

A proprietary research methodology to help advisors get more referrals, meetings and introductions

 

Sales Consulting
Sales Consulting

High impact solutions to help you strategize on, revise and enhance your approach towards increasing your visibility and business development methodology.

Email Campaign Strategies

How can you get in front of individuals you hear or read about who have immense wealth?  As you may have read, our founder and CEO acquired the majority of her high net worth clients through her unique email writing strategies.  We can help you craft the right language through better research on the prospect and entry points to them.  Just let us help!  Price: $699

 

Meeting with a Center of Influence
Meeting with a Center of Influence

You would like to set up a meeting with a center of influence (a lawyer, an accountant, a real estate agent, and insurance broker, etc).  How can you bring them to your side and collaborate, when you know that these folks are being wined and dined by dozens of other advisors on a monthly basis?  There are specific methods and strategies you can use to improve your chances. Price: $599

Niche Marketing
Niche Marketing

How can you get in front of a target market when you have never had success penetrating it in the past?  Let us reduce your cost of experimentation by setting up a call for you with one of our strategic partners who are themselves prominent members of these industries.  These segments include: Real estate developers, Hedge fund managers, Private equity and venture capital managers, Divorcees, Single family office investment managers, Surgeons and Dentists.  Price: $2,500

 

How It Works

For situations when you want to significantly increase your chances of success, and want to reduce the cost of experimentation, or for opportunities that are potentially once in a lifetime, contact us so you can get coached directly by Amy Parvaneh.  We will strive to increase your chances of success by 50%.

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STEP 1

Become a VIP Member

First, sign up to become a VIP On Demand Coaching Member.  This will allow you access to our on-demand coaching sessions. 

 

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STEP 2

Select your situation

After becoming an annual VIP On Demand Coaching Member, select the situation from our Menu that you would like to strategize about.  You can select as many situations as you'd like.

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STEP 3

Schedule Session

Upon your payment, you will receive a link to schedule your coaching session with Amy.  You will also be asked to include lots of details around the situation to prepare us for research around this situation.

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STEP 4

Get Coached

Share your specific situation with Amy, and strategize on a plan that would help you succeed in that situation.  The coaching sessions will last one hour.

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.