Speaking Engagements
VITUAL KEYNOTE · CONFERENCES · CLIENT EVENTS · TEAM OFFSITES
VITUAL KEYNOTE · CONFERENCES · CLIENT EVENTS · TEAM OFFSITES
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.
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 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+ RIA, Pacific Portfolio Consulting
Facilitated Full Day Business Planning and Strategy Team Offsite
$3 Billion+ Independent Advisory Firm in Los Angeles, AdvicePeriod (now part of Mariner)
Facilitated Team Discussions on Growth and Business Planning
Team Offsite & Branding Facilitation with GM Advisory
Merrill Lynch Private Banking Investment Group
Growth Strategies for Financial Advisors
Orlando, Florida
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 office
Helping client spouses become more educated on their investment goals
Silicon Valley, CA
Pepperdine University
Faculty Professor of Wealth Management
Malibu, CA
$4 Billion Multi Family Office, BKD
Team Offsite Focused on our Future Leaders
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 Summit
Business development strategies in the modern era
Marco Island, Florida
Robert W Baird Top Producer Conference
Minneapolis, MO
Team offsite of $4 billion RIA to build business development processes and tools
Cornell Club, New York
Annual team offsite for $4 billion RIA
Leveraging your existing clients' help for more growth
Big Cedar Lodge, Ridgedale, MO
Foothill Securities
Branding and growth strategies
San Jose, CA
United Capital Executive Summit
Building a process for growth
Miami, Florida
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.
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.
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.
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.
For financial firms seeking to foster team collaboration and enhance strategic alignment, offsite events offer a unique opportunity to step away from daily routines and focus on long-term goals. Consider incorporating activities that mix professional development with team-building exercises, such as facilitated workshops on market trends or financial innovation. Combining these with outdoor team-building exercises, such as obstacle courses or collaborative problem-solving challenges, can help your team strengthen communication, trust, and efficiency. These offsite activities create a balance between intellectual growth and interpersonal connection, ensuring participants return to the office with fresh ideas and renewed motivation.
In addition to the traditional seminars and workshops, integrating fun, interactive experiences can make offsite events more engaging for financial firms. Activities like escape rooms, group cooking classes, or even a friendly competition involving case studies can provide both entertainment and practical learning moments. These unique experiences allow team members to think creatively, push beyond their comfort zones, and develop a deeper sense of camaraderie. By carefully planning a mix of activities that foster collaboration, personal development, and team bonding, financial firms can ensure their offsite events are not only productive but also memorable and impactful for everyone involved.
Offsites for financial firms provide a unique opportunity to break away from the daily grind, fostering deeper connections and enhancing team dynamics. These offsite events are not just about relaxing; they are strategically designed to align teams with the company's long-term vision, strengthen internal relationships, and foster collaboration across departments. Whether it’s a full-day retreat, a weekend getaway, or an intimate team-building event, the change in environment helps break down barriers, promoting open dialogue and creative thinking. For financial firms, this is particularly important, as it allows team members to discuss business strategies, share insights, and brainstorm innovative solutions in a relaxed, productive setting.
Additionally, hosting an offsite is an investment in employee engagement and company culture, two critical components for attracting and retaining top talent in the competitive financial sector. Financial firms benefit from these offsite events by giving employees the opportunity to step back from their usual tasks and reflect on their roles within the company. Engaging in team-building exercises, problem-solving sessions, and strategic discussions can lead to better decision-making, improved collaboration, and increased morale. In the fast-paced world of finance, taking the time to host an offsite can be the catalyst for driving future success, boosting productivity, and aligning your team with the firm’s overarching goals.
Building a Digital Presence to Market Your Financial Advisory Business
Marketing a financial advisory business begins with establishing a strong online presence. A well-designed website optimized for search engines ensures potential clients find you easily when searching for financial guidance. Include client-focused content like blogs, FAQs, and financial calculators that address common concerns and demonstrate your expertise. Additionally, leverage social media platforms such as LinkedIn and Twitter to share success stories, financial tips, and industry insights. These platforms not only help establish credibility but also encourage engagement with your target audience, building trust over time.
Leveraging Personalization and Client Insights in Marketing
Personalization is key to effectively marketing a financial advisory business. By understanding your clients’ unique goals and challenges, you can craft tailored solutions that resonate with them. Utilize tools like email marketing to deliver personalized financial planning tips, reminders, and market updates. Hosting client-centric events, such as webinars or workshops, further positions your firm as a valuable resource. Don’t forget to gather feedback from existing clients to refine your messaging and ensure your strategies align with their needs. These efforts build loyalty and attract referrals, creating a sustainable growth pipeline for your advisory business.