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