Some of our recent speaking engagements and Workshops

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.

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 Podcast, InvestmentNews, RIABiz, and much more.

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Choosing the Right Offsite Locations for Financial Advisors
For financial advisors seeking to enhance team collaboration and strategic planning, selecting the right offsite location is crucial. An ideal offsite venue provides a professional, distraction-free environment while also offering opportunities for networking and inspiration. Whether hosting a client meeting, team-building retreat, or strategic planning session, the right location can facilitate meaningful conversations and foster deeper client relationships. Financial advisors should consider venues that not only meet their logistical needs but also align with the high-level nature of their services. Locations with serene surroundings and modern amenities, such as conference centers or upscale hotels, can help elevate the experience and set the tone for productive discussions.
Offsite Events: The Key to Effective Client Engagement and Team Development
Offsite locations offer financial advisors an excellent opportunity to reinforce their expertise and solidify client relationships in a more personal and relaxed setting. By moving meetings and events away from the office environment, financial advisors can create a more comfortable atmosphere that encourages open communication and fosters trust. Offsite events can also serve as powerful team development tools, allowing for focused discussions on goals, strategies, and training in an engaging and dynamic environment. Choosing the right location for these offsite events is essential to ensure a positive and impactful experience for both clients and team members, which can ultimately drive success in their financial advisory practice.

For financial firms seeking to foster team collaboration and enhance strategic alignment, offsite events offer a unique opportunity to step away from daily routines and focus on long-term goals. Consider incorporating activities that mix professional development with team-building exercises, such as facilitated workshops on market trends or financial innovation. Combining these with outdoor team-building exercises, such as obstacle courses or collaborative problem-solving challenges, can help your team strengthen communication, trust, and efficiency. These offsite activities create a balance between intellectual growth and interpersonal connection, ensuring participants return to the office with fresh ideas and renewed motivation.

In addition to the traditional seminars and workshops, integrating fun, interactive experiences can make offsite events more engaging for financial firms. Activities like escape rooms, group cooking classes, or even a friendly competition involving case studies can provide both entertainment and practical learning moments. These unique experiences allow team members to think creatively, push beyond their comfort zones, and develop a deeper sense of camaraderie. By carefully planning a mix of activities that foster collaboration, personal development, and team bonding, financial firms can ensure their offsite events are not only productive but also memorable and impactful for everyone involved.

Offsites for financial firms provide a unique opportunity to break away from the daily grind, fostering deeper connections and enhancing team dynamics. These offsite events are not just about relaxing; they are strategically designed to align teams with the company's long-term vision, strengthen internal relationships, and foster collaboration across departments. Whether it’s a full-day retreat, a weekend getaway, or an intimate team-building event, the change in environment helps break down barriers, promoting open dialogue and creative thinking. For financial firms, this is particularly important, as it allows team members to discuss business strategies, share insights, and brainstorm innovative solutions in a relaxed, productive setting.

Additionally, hosting an offsite is an investment in employee engagement and company culture, two critical components for attracting and retaining top talent in the competitive financial sector. Financial firms benefit from these offsite events by giving employees the opportunity to step back from their usual tasks and reflect on their roles within the company. Engaging in team-building exercises, problem-solving sessions, and strategic discussions can lead to better decision-making, improved collaboration, and increased morale. In the fast-paced world of finance, taking the time to host an offsite can be the catalyst for driving future success, boosting productivity, and aligning your team with the firm’s overarching goals.

Running a financial firm offsite requires a strategic approach that balances remote operations with seamless client service, team collaboration, and regulatory compliance. The key to success lies in leveraging secure digital tools, maintaining a strong company culture, and ensuring that all processes remain efficient and client-focused. By implementing a well-structured offsite strategy, financial firms can enhance productivity while providing a flexible work environment that attracts top talent.

One of the most important aspects of running a financial firm offsite is adopting the right technology. Cloud-based client relationship management (CRM) systems, secure document-sharing platforms, and encrypted communication channels help maintain data security and operational efficiency. Regular cybersecurity training for employees is essential to prevent data breaches and ensure compliance with industry regulations. Additionally, firms should establish standardized workflows and automation to minimize administrative burdens and improve service delivery.

Building a strong remote team culture is equally critical. Financial firms operating offsite should prioritize regular virtual meetings, team-building activities, and leadership training to keep employees engaged and motivated. A clear communication strategy, including scheduled check-ins and performance tracking, ensures accountability and alignment with company goals. Encouraging an open feedback loop and fostering a collaborative environment helps maintain strong relationships between team members, even when working from different locations.

Select Advisors Institute specializes in guiding financial firms through the transition to offsite operations, ensuring that efficiency, compliance, and client satisfaction remain top priorities. By implementing best practices for remote work, financial firms can scale their operations, enhance client relationships, and maintain a competitive edge in an evolving industry. With the right approach, running a financial firm offsite can lead to increased flexibility, improved employee satisfaction, and long-term business growth.

Planning the best offsite events for financial firms requires a balance of professional development, team engagement, and strategic vision-setting. Offsite retreats provide an opportunity for financial professionals to step away from daily operations, allowing for creative brainstorming, leadership alignment, and skill-building in a focused environment. Whether it’s a high-impact strategy session at a luxury resort or an interactive workshop in a scenic location, well-planned offsite experiences foster collaboration and drive long-term business growth.

One highly effective offsite idea is hosting a leadership retreat focused on innovation and industry trends. Bringing in expert speakers, conducting roundtable discussions, and engaging in hands-on case studies can help financial teams refine their approach to client service, investment strategies, and market positioning. This type of event not only strengthens a firm’s strategic direction but also encourages knowledge-sharing among team members, leading to improved client outcomes.

Team-building activities tailored for financial professionals can also enhance communication and problem-solving skills. Activities such as financial simulations, crisis management exercises, or even outdoor leadership challenges provide valuable lessons in decision-making under pressure. These experiences create a sense of camaraderie among team members, ensuring stronger collaboration back in the office. Pairing these activities with wellness-focused initiatives like mindfulness sessions or networking dinners further enhances the overall experience.

Select Advisors Institute specializes in curating high-impact offsite events that align with a firm’s long-term objectives. From customized training programs to exclusive networking opportunities, these offsites empower financial professionals with the tools, insights, and connections needed to stay ahead in a competitive industry. By investing in well-structured offsite experiences, financial firms can foster a culture of excellence, retain top talent, and drive meaningful business growth.

Effective offsite meetings in the finance industry require skilled facilitators who can drive meaningful discussions, align teams with strategic goals, and foster collaboration. At Select Advisors Institute, we specialize in facilitating high-impact financial offsite meetings that bring executives, advisors, and stakeholders together to solve challenges, spark innovation, and enhance decision-making. Our expert facilitators ensure that every session is structured, engaging, and results-oriented, maximizing the value of your offsite experience.

A well-executed offsite meeting goes beyond just gathering professionals in a new setting—it demands careful planning, goal-driven agendas, and dynamic facilitation to keep conversations productive. Our approach involves tailoring sessions to the unique needs of financial firms, incorporating proven methodologies to drive insights, encourage participation, and create actionable takeaways. Whether it’s leadership retreats, strategic planning sessions, or team-building events, Select Advisors Institute ensures that every offsite meeting leads to tangible business outcomes.

With deep expertise in financial services, our facilitators understand the complexities of the industry, from regulatory considerations to evolving market trends. This allows us to steer discussions with precision, ensuring that key topics such as growth strategies, client engagement, and operational efficiency are explored effectively. We integrate interactive elements, case studies, and structured brainstorming exercises to keep participants engaged while maintaining a clear focus on achieving your firm’s objectives.

As a trusted partner for financial firms, Select Advisors Institute elevates offsite meetings by providing expert facilitation that transforms discussions into action. By leveraging our extensive industry knowledge and strategic approach, we help financial professionals optimize their offsite experiences, leading to stronger collaboration, sharper business strategies, and long-term success. Whether you’re planning an executive retreat or a company-wide strategy session, our facilitators bring the expertise needed to make your offsite meeting a powerful catalyst for growth.