Amy Parvaneh

Amy Parvaneh is the founder and CEO of Select Advisors Institute, a sales, marketing and compensation consulting firm to advisors and attorneys. Her firm has worked with thousands of advisors on improving their sales and marketing approach in a discerning and fiduciary manner.

Amy’s Recent activity

Advisors, Your COIs Need You Too Right Now

Mar 30, 2020

It is during times like this that loyal professional relationships can be cemented for the long term or completely destroyed. Here is what lawyers and accountants are hearing from their clients in the wake of the...

Why I’m Mortified by the Traditional Sales Training and Compensation Structures in the Financial Industry

Mar 05, 2020

The 'sales coach' mentality still thrives in the advisory world, to everyone’s detriment. There is a better way.