“Amy has done a phenomenal job of helping me identify my weaknesses in regards to turning a prospect into a client. I really appreciate her style of pushing me out of my comfort zone and offering the constructive critiques that I am looking for. Her guidance and tutelage has not only been effective in my normal in-person meetings, but has also proven effective as I crossover to more virtual meetings and seminars.”

“Select Advisors has been instrumental in improving sales, and structuring our marketing and client communication processes, particularly with coaching dozens of our advisors, developing internal systems to improve collaboration and communication within our various departments, increasing the utilization of our CRM systems, adding revenue tracking and pipeline functions, and developing a team-based approach to prospecting.”

“Amy’s ability to identify and connect with high net worth individuals, and establish a long term relationship with them is very rare.  She has the ability to uncover individuals who are either extremely under the radar or high profile, connect with them through a very polished methodology, and establish long-lasting business relationships with them.”

“The Select Advisors Sales Training Program and Consulting Methodology helped boost the business development efforts of me and my team, enhancing the way we approached our strategies, and expanding our prospect list.  Since working with Select Advisors, our business has grown by 300%!”

“Select Advisors’ sales coaching program brought sales to the forefront of my consciousness, helping me be much more aware of opportunities around business development. There is no technology, book or tangible product to bring about sales: Sales is a mindset. And SAI helped me see sales opportunities more clearly and automatically, especially around my existing client base.”

“Amy has an exceptional ability of connecting with and communicating with high net worth individuals, networking, and following through.  She comes across as very poised and non-confrontational, yet has an innate ability to sell to high net worth investors given the right timing and opportunity.”

“Select Advisors got me super focused on a few campaigns, which are working. They taught me how to write to get meetings and are helping me get laser focused on closing. Also, I’ve used some of their hours to help with coaching for the young ladies that work on my team, which they have been really happy with. Also, they prepare reports for me on prospects that are very helpful and detailed which have been immensely helpful in a few recent prospect meetings.”

“At our recent annual Advisor Conference, Amy Parvaneh gave a strong presentation focused on the importance that emotional intelligence (EQ) plays in advisors’ efforts to grow their business. Amy provided practical examples of how to overcome common growth challenges advisors face today, including historically strong markets, little differentiation among advisors and investors’ fears. Her discussion on the impact that psychology plays was especially insightful. There was definitely something that each of our advisors could take-away to enhance their efforts to grow.”

“Select Advisors helped our team get closer to and learn more about some of our prospects than we have had in five years.”

“Amy has taught me how to control a conversation and frame my responses.  This has been a huge help for me in telling my story and proving credibility to people I speak with whether it is in person, email, or on the phone. I think Amy has been a great resource for me in that she has taught me how to sell myself, and find different ways of meeting people.”

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