Speaking Engagements
VITUAL KEYNOTE · CONFERENCES · CLIENT EVENTS · TEAM OFFSITES
Some of our recent speaking engagements and Workshops
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
Amy Parvaneh
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.
Ms. Parvaneh speaks frequently about motivating sales teams, having a vision and sticking with it, having a sense of urgency with prospects, and building trust and lasting relationships with clients and prospects by being hungry, humble, and true to yourself. She also teaches about cutting edge methods to get in front of prospects to articulate how you are unique.
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.