Speaking Engagements

VITUAL KEYNOTE · CONFERENCES · CLIENT EVENTS · TEAM OFFSITES

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.

Visit our Youtube Channel to See Amy's favorite topics

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

At Barron’s Teams Summit in Las Vegas, NV discussing unique compensation structures to promote growth within teams

Keynote speaker at national Independent Broker DealerTopic focused on consultative, personalized sales approaches — **Keynote speaker at** **Lincoln Financial Group**
Topic focused on consultative, personalized sales approaches

At Barron’s Teams Summit discussing how to motivate anyone around sales and business development beyond financial incentives

$3 Billion+ Independent Advisory Firm in SeattleFacilitated Full Day Business Planning and Strategy Team Offsite — **$3 Billion+ RIA,** **Pacific Portfolio Consulting**
Facilitated Full Day Business Planning and Strategy Team Offsite

$3 Billion+ Independent Advisory Firm in Los AngelesFacilitated Team Discussions on Growth and Business Planning — **$3 Billion+ Independent Advisory Firm in Los Angeles,** **AdvicePeriod (now part of Mariner)**
Facilitated Team Discussions on Growth and Business Planning

Barron’s Team SummitSuccession Planning for Advisory FirmsLas Vegas, NV — **Barron’s Team Summit**
*Succession Planning for Advisory Firms*
Las Vegas, NV

Barron’s Top Women Advisors SummitArticulating Your Value PropositionPalm Beach, FL — **Barron’s Top Women Advisors Summit**
*Articulating Your Value Proposition*
Palm Beach, FL

Core Day Session for $1 billion Financial firm in New York — **Team Offsite & Branding Facilitation with** **GM Advisory**

Merrill Lynch Private Banking Investment GroupGrowth Strategies for Financial AdvisorsOrlando, Florida — **Merrill Lynch Private Banking Investment Group**
*Growth Strategies for Financial Advisors*
Orlando, Florida

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

Keynote speaker and facilitator of Women's Bootcamp client event for $500MM multi family officeHelping client spouses become more educated on their investment goalsSilicon 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

Pepperdine UniversityFaculty Professor of Wealth ManagementMalibu, CA — **Pepperdine University**
*Faculty Professor of Wealth Management*
Malibu, CA

$4 Billion Multi Family OfficeTeam Offsite Focused on our Future Leaders — **$4 Billion Multi Family Office,** **BKD**
Team Offsite Focused on our Future Leaders

United Capital Financial AdvisorsRunning a 2-day offsite for the next generation of leaders, with a focus on operational, budgeting and marketing training — **United Capital Financial Advisors**
*Running a 2-day offsite for the next generation of leaders, with a focus on operational, budgeting and marketing training*

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

Robert W Baird Top Producer ConferenceMinneapolis, MO — **Robert W Baird Top Producer Conference**
Minneapolis, MO

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

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

Foothill SecuritiesBranding and growth strategiesSan Jose, CA — **Foothill Securities**
*Branding and growth strategies*
San Jose, CA

United Capital Executive SummitBuilding a process for growthMiami, Florida — **United Capital Executive Summit**
*Building a process for growth*
Miami, Florida

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.

Watch Amy's Story

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.

Tell Us What You Need

Name

First Name

Last Name

Email Address

Phone

(###)

###

####

Can you tell us more about the event?

What is your role for this event?

How many people will attend the event?

When will the event be held?

Where will the event be held?

What topics are you looking for?

What is your budget for the speaking engagement?

What are you trying to accomplish with your audience at this event?

Questions / Comments

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.