As we wrap up the year, you may be having individual and/or group meetings with your teammates to review their pipeline, business development activities/challenges for the year, and sales goals for the new year. These meetings may be to discuss progress, compensation, bonuses and/or quotas for the new year.
Hopefully you have also met regularly throughout the year, either as a group or individually, to review the pipeline and coach your team to help you and your firm around new business.
As someone who has held thousands of sales coaching and training sessions, I’ve found that some of the best solutions and strategies around sales don’t always come from preaching sales methods and ideas to grown and experienced adults, but by asking the right questions. These questions allow the advisor to reflect on solutions and come up with their own unique method to grow their practice.
Below, I have outlined 10 effective questions you can ask during your next sales review meeting to coach your advisors on enhancing their sales progress. These questions can hopefully help you have more structure and results for continuous improvement in your review meeting with your “sales team.”
As always, if you need help coaching and training your team around sales effectiveness, consultative sales methods, soft skills and pipeline development, please don’t hesitate to reach out to us. Our focus is financial advisor sales training and coaching.
Below are 10 questions to ask your advisors for more sales effectiveness:
How do you feel about the size and opportunities within your new business pipeline? How would you like it to be different as we look forward [into next month, next year, etc.]?
If you had unlimited time and no other obligations, what would you do to drum up more opportunities in your pipeline?
Whatever is their answer: How do you know that is the most efficient way to get new business? Can you think of other methods that don’t require so much time?
What methods have you tried so far? Did they work as you expected?
What value do you bring to prospective clients?
Whatever is the answer: Why are they not seeing the value?
Who is one name on your pipeline you want to review in today’s meeting?
Why is this person not yet a client?
Whatever is the answer: Could another assumption be true?
How will you go the extra mile to help this prospect make a decision faster? What else can you try between now and next week?
Which stage of the pipeline is the hardest one to move through?
Is there anything you need from me or the company in order to…?
Who are our top 3 competitors?
How are we different from them?
Why should someone choose us?
Are your existing clients happy with your work?
If yes, why are they not recommending you to more business?
Whatever is the answer: Is that an assumption?
When was the last time you stepped outside your comfort zone around new business?
What is a mistake you feel you keep repeating around new business development that you would like to stop as we look forward?
What would more new business mean to you?
What does it look like? A new house? A dream vacation? A new car? More recognition at the firm?
Whatever is the answer: Why isn’t it motivating you enough to push further?
Read some of our other articles around sales and business development coaching for advisors
At Select Advisors Institute, we specialize in advanced training programs for wealth management advisors, focusing on developing the skills necessary to grow and manage client portfolios effectively. Our advisor development solutions are tailored to meet the unique needs of financial professionals, offering advanced wealth management learning solutions that build expertise in financial planning, asset management, and client relationships. Through our structured coaching and training, advisors gain valuable insights and strategies that help them deliver exceptional service and drive business growth. Learn how our expert programs can elevate your wealth management team and help your firm achieve its business goals.
More than half of the world currently uses social media (62.3%). 5.04 billion people around the world now use social media, with 266 million new users coming online within the last year.What’s more: The average daily time spent using social media is 2h 23m! How can financial firms leverage social media for branding, client acquisition, business development and marketing? Which social media is best for financial firms? Linkedin or Facebook? What is the best social media content strategy for financial firms, especially with so much compliance and regulations?
Discover advanced sales techniques tailored for legal professionals to enhance client engagement, build trust, and drive sustainable growth. Learn how to identify client pain points, adopt a consultative approach, and leverage emotional intelligence to strengthen connections. Explore the power of thought leadership, storytelling, and technology to showcase your expertise and streamline processes. Stay competitive with strategies that position your legal services as indispensable solutions while fostering long-term relationships. Whether you're refining your sales approach or embracing new tools, these proven methods help legal professionals thrive in a competitive market. Transform your client interactions and achieve measurable success with these actionable insights.
Discover how Select Advisors Institute revolutionizes talent retention and development in the financial industry with cutting-edge strategies. Learn how to enhance employee satisfaction through continuous learning, robust mentorship programs, and a positive company culture. Our comprehensive approach addresses modern workforce preferences, including hybrid work environments and technology integration, ensuring your organization remains competitive. Whether you're a financial services leader looking to improve your retention strategies or someone eager to understand talent development dynamics in finance, Select Advisors Institute offers insights that lead to long-term success. Visit our article to explore actionable methods for elevating your talent management capabilities.
Traditional sales training, which applies to selling technology to Chief Technology Officers or enterprise software to companies, does NOT apply to the wealth management industry, comprised of confidential investors with their hard-earned savings. The only way to grow through business development in our industry is through consultative sales.
Experience unparalleled sales excellence with Select Advisors Institute. Our targeted sales training programs, designed for institutional professionals, empower sales teams to navigate the complexities of client engagement in a competitive financial landscape. With a focus on developing technical and interpersonal skills, our courses equip professionals with the strategies necessary for driving growth and sustaining performance. Learn advanced techniques in consultative selling, storytelling, and data-driven optimization to enhance client relationships and improve satisfaction levels. Choose Select Advisors Institute for innovative sales solutions that align with your organization's unique goals and ensure a competitive edge in institutional distribution. Elevate your sales outcomes with our expert guidance and industry-leading insights.
Select Advisors Institute offers psychology-based sales training, personality-driven sales methods, and behavioral sales coaching for financial professionals. Led by Amy Parvaneh, our training helps sales teams leverage psychological principles, persuasion techniques, and personality assessments to improve client engagement and closing rates. Learn how to adapt sales strategies to different buyer personas, build trust through behavioral insights, and master psychology-driven sales techniques. Whether you need sales methods using psychology and personalities or advanced persuasion tactics, our training provides a competitive edge. Work with Select Advisors Institute to enhance your sales effectiveness through the power of psychology. Contact us today.
Select Advisors Institute specializes in luxury sales training, HNW sales training, and UHNW sales training. Led by Amy Parvaneh, we provide expert coaching on affluent marketing, client relationship-building, and trust-driven sales strategies. Our training equips financial professionals, private bankers, and luxury service providers with the skills to engage and convert high-net-worth clients. Learn how to master high-stakes negotiations, create bespoke sales experiences, and build long-term relationships with elite clients. Elevate your sales approach with exclusive training designed for professionals in the luxury and wealth industries. Contact Select Advisors Institute today to refine your high-net-worth sales strategies.
Struggling with sales performance in financial services? Select Advisors Institute, led by Amy Parvaneh, provides expert sales consulting for wealth management, asset management, and financial advisory firms. With experience in the U.S., Australia, Canada, and the UK, we specialize in sales training, team accountability, and leadership development for financial professionals. Whether you need sales coaching for financial advisors, business development training, or revenue growth consulting, our tailored programs help firms optimize sales strategies and drive measurable results. Elevate your financial sales team’s success with our industry-specific expertise. Learn more about how we can transform your sales approach today!
Explore cutting-edge prospecting and sales strategies for financial advisors with Select Advisors Institute. Learn how to build authentic client relationships, leverage advanced technology, and create compelling content that sets you apart in the financial advisory industry. Understand evolving client expectations, shift from product-focused selling to solution-oriented approaches, and master the art of overcoming objections with empathy and insight. Our comprehensive approach empowers advisors to transform prospects into loyal clients by emphasizing value and client-centric solutions. Join us to elevate your financial advisory practice and remain at the forefront of industry innovation. Select Advisors Institute—your partner in redefining success in financial advisory.
Elevate your career with Select Advisors Institute’s unparalleled sales coaching, explicitly designed for financial advisors. Our tailored programs, expert-led workshops, and ongoing mentorship transform how you approach sales, ensuring long-lasting client relationships and exceptional conversion rates. Discover the advantage of our customized training programs and learn from seasoned professionals who bring the industry's best practices to life. Join the ranks of elite advisors who have found success through Select Advisors Institute. Master the art of sales and redefine your career trajectory in the financial advisory space. Connect with us today to start your journey towards becoming a top-ranking financial advisor.
Explore the evolving landscape of wealth management compensation with insights into structures, trends, and best practices. Learn how firms are aligning advisor incentives with client outcomes through hybrid models, equity-based compensation, and tailored strategies to attract and retain top talent. Discover the importance of benchmarking, client-centric approaches, and integrating sales
Discover how Select Advisors Institute's CFA Sales Coaching can elevate your career in finance. Our tailored coaching empowers financial advisors to enhance sales skills, build lasting client relationships, and thrive in a competitive market.
How to pay your staff for business development as an RIA? What are the different compensation models for RIA’s for bringing in new business? What are the various comp structures for wealth management firms? Learn about salary, bonus on leads, bonus on activity, etc. This article explains it all!
Client experience is the foundation of success in investment management. At Select Advisors Institute, we help firms design and implement exceptional client experiences that build trust, enhance loyalty, and drive business growth. Our approach integrates personalized communication, streamlined onboarding, and proactive service strategies tailored for high-net-worth clients. By improving every touchpoint in the client journey, investment managers can strengthen relationships, improve retention, and differentiate themselves in a competitive market.
Top financial professionals know that sales success isn’t about pressure—it’s about strategy. Select Advisors Institute offers elite executive sales coaching designed to help advisors, RIAs, and financial professionals refine their pitch, close more high-value deals, and master the art of persuasive selling. Our approach focuses on psychological insights, advanced negotiation tactics, and real-world application, ensuring immediate and lasting results. Whether you’re leading a sales team or looking to elevate your personal performance, our coaching program provides the skills and confidence needed to thrive.
Are you finding that your marketing and sales efforts are falling short of expectations, leaving you frustrated or surrounded by excuses? It's time to break free from the mundane routine and discover a more intentional approach to your growth efforts. This article outlines how, by first understanding the difference between a marketing strategy and a marketing plan.
Discover how hiring Amy Parvaneh as your sales keynote speaker transforms advisory teams and reinvigorates sales strategies. With dynamic energy and deep expertise in sales, marketing, and motivation, Amy delivers actionable insights that empower advisors to innovate and excel in a competitive landscape. Her engaging workshops and interactive sessions provide practical strategies to boost performance, enhance leadership, and drive measurable growth. Ideal for conferences, offsites, and sales training events, Amy’s approach bridges the gap between theory and practice, turning complex ideas into clear, effective tactics. Experience the transformative impact of Amy Parvaneh, a trusted sales workshop facilitator and top sales keynote expert. Unlock unparalleled growth and innovation for your team.
Searching for the best talent development programs for financial advisors and employees? Select Advisors Institute provides customized solutions to strengthen leadership, client relationship management, and technical expertise. Equip your team with essential skills to thrive in the financial services industry and drive lasting growth.
Most accounting firms struggle to grow because they rely on referrals and outdated methods. Select Advisors Institute, led by Amy Parvaneh, helps CPAs scale with marketing, sales training, leadership coaching, and executive retreats. We provide accounting professional development, branding strategies, and client relationship management training to position your firm as a high-value advisory practice. Our programs help firms implement business growth strategies, offsite retreats, and succession planning for long-term success. Don’t let outdated growth tactics hold your firm back. Learn how to attract high-net-worth clients, optimize your team, and build a scalable practice.
Business coaching for financial advisors and wealth management firms offers benefits such as business plan development, time efficiency, growth facilitation, regulatory guidance, process implementation, and marketing strategy refinement. Tailored coaching programs focus on business analysis, custom solutions, proven strategies, experienced coaches, and ongoing support to ensure progress and goal achievement.
The financial services industry is shifting, and firms must adapt their advisor compensation strategies to stay competitive. Advisors seek clarity in career growth, ownership opportunities, and incentives aligned with long-term success. At Select Advisors Institute, we help firms develop structured compensation frameworks that attract, retain, and motivate top talent. Our expertise extends beyond pay structures—we guide firms in building succession plans, recognizing leadership contributions, and ensuring fair equity transitions. With a focus on performance measurement and sustainable growth, we help financial firms optimize their talent strategies for long-term success. If your firm wants to refine its approach, connect with Select Advisors Institute for innovative, high-impact solutions.
Select Advisors Institute helps financial firms revamp compensation models to attract and retain top talent. We specialize in performance-based pay, partner track structures, salary benchmarking, and retention incentives, ensuring firms stay competitive. Our strategic approach aligns remuneration with market trends, improves career progression, and enhances advisor retention. From bonus structuring to clawback policies, we help firms create scalable, compliant, and motivating pay structures that drive growth. Whether you need to fix salary compression, improve promotion criteria, or develop equity-based incentives, we offer tailored solutions. Contact us today to optimize your firm's compensation strategy.
More than half of the world currently uses social media (62.3%). 5.04 billion people around the world now use social media, with 266 million new users coming online within the last year.What’s more: The average daily time spent using social media is 2h 23m! So how can financial advisors and financial planners maximize their social media marketing strategy so they can better engage with their clients and find new prospects? This article goes into some strategies and methods!
In wealth management and legal services, strong client relationships are the foundation of long-term success. Select Advisors Institute offers expert guidance on client relationship management, helping financial and legal firms strengthen bonds with their clients. We provide tailored strategies that enhance client retention, onboarding, and communication efforts, ensuring clients feel valued and understood. By focusing on personalized service, your firm can build a loyal, engaged client base. Learn how Select Advisors Institute can help your firm improve client relationships, increase retention, and grow your business through effective relationship-building strategies.
Discover why Select Advisors Institute is the top choice for training program development for financial firms. With tailored training solutions, leadership development, and compliance-focused modules, Select Advisors Institute empowers financial firms to enhance employee performance, strengthen client relationships, and ensure regulatory compliance. Their data-driven approach and commitment
Select Advisors Institute provides expert business coaching for financial services professionals, including wealth managers, RIAs, and financial advisors. Our tailored coaching helps financial professionals enhance leadership skills, improve client acquisition, streamline operations, and grow their businesses.
Leadership development is essential for accounting firms to adapt to evolving technologies, regulatory changes, and client expectations. Strong leadership drives innovation, enhances team performance, and improves talent retention. By fostering collaboration, developing emotional intelligence, and ensuring succession planning, leadership programs prepare firms for long-term success. Customized training, mentorship, and strategic expertise empower leaders to navigate industry complexities while building client trust and boosting operational efficiency. Invest in leadership development to strengthen your firm’s reputation, enhance profitability, and ensure sustained growth. Tailored programs help accounting firms build a leadership pipeline that inspires teams, improves client outcomes, and positions the firm as an industry leader.
Select Advisors Institute is the #1 leader in lead generation for Registered Investment Advisors (RIAs). Our tailored strategies focus on attracting high-quality leads, building trust, and driving sustainable business growth. We use proven digital marketing techniques, including SEO and content marketing, to help RIA firms increase their online visibility and capture the right leads. With our deep understanding of the financial services industry, we deliver customized solutions that convert prospects into loyal clients. Learn why Select Advisors Institute is the top choice for lead generation in the RIA space and how we can help your firm thrive.
best sales training for financial advisors, sales training for financial advisors, financial planning sales training, financial advisor sales training, financial advisor sales coaching, financial sales training, wealth management sales training, financial sales training program, top financial advisor training programs, best financial advisor training program, financial services sales training, financial sales coaching, best financial advisor training, financial advisor sales, best financial advisor programs, training for financial advisors, investment advisor training, training for financial advisor, financial advisor training, best financial advisor development programs, new financial advisor training, best financial advisor training programs 2024, financial advisor training programs, trusted advisor sales training, eszylfie taylor net worth, best financial advisor training programs, investment advisor training program, financial advisor programs, sales training gurus, courses to become a financial advisor, course financial advisor, finance advisor course, investment advisor course, best sales courses, financial advisor courses, financial advisor course, private sales training seminars, financial training programs, financial advisor course free
Looking for the top financial advisor marketing expert? Amy Parvaneh, a leading CMO in the financial services industry, specializes in helping wealth management firms grow their brand, attract high-net-worth clients, and navigate complex compliance regulations. Learn how her innovative strategies can elevate your financial advisory practice and drive measurable results.