Who We Are and Our Mission

Amy Parvaneh, Financial Services CMO, founder and CEO of Select Advisors Institute

In 2013, I left high-paying corporate jobs in some of the largest financial organizations in the US to pursue my passion of combining my creativity and “right brain” personality with my love for the financial sector.

Thus was the birth of Select Advisors Institute.

Since then, our firm has worked with thousands of financial advisors, CPA’s and Attorneys as a coach, chief marketing officer, brand consultant, compensation strategist, keynote speaker, team offsite moderator, investor forum “professor” and more.

At Select Advisors, our key goal is to serve as the Chief Growth Officer to Financial Advisors, RIAs, Wealth Managers and Investment Professionals utilizing three key tools:


Our mission is very simple: To help a select group of service providers we truly believe in succeed and grow, through better methods of finding new opportunities, better ways of connecting with their prospects, and better ways of marketing themselves. Through research, training, coaching and collaboration, we build processes around an institution's sales and marketing efforts to make its growth objectives more predictable, effective and organized.

Our process?  The use of every single tool in our toolkit to help advisors that we love succeed.

  • We are a marketing firm for financial firms and legal firms

  • We are a business development coaching and training firm for financial advisors and lawyers

  • We are a business consultant for independent financial and legal firms

  • We focus on ultra high net worth and discreet, investor focused marketing ideas


Read our views around marketing, branding and sales strategies for financial advisors and investment management firms

More on what we do:

  • We can share with you top strategies for growing a wealth management firm in 2023

  • We can share with you financial advisor marketing tips

  • We are one of the top marketing and branding agencies for financial firms and investment advisors

  • We are the go-to marketing agency for RIA’s across the nation

  • We can create tools and calculators on your website to build more engagement

  • And a lot more!

More about our services:

  • The 2024 Guide to Financial Advisor Marketing

  • Learn how to attract and retain new investors for your practice

  • Business development ideas for advisors and RIA’s in 2024