Amy Parvaneh's guest appearances

Amy Parvaneh

Financial Advisor Success

The Evolving Advisor Podcast

Jeff Dobyns

Michael Kitces

Ron Carson

Travis Parry

Paul Saganey

Mark Tibergien

Jeff Concepcion

Brent Brodeski

Reese Harper

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Kirk Chisholm

Sheryl Garrett

Josh Brown

OwlTail

Today’s conversation is with Amy Parvaneh, Founder &amp; CEO of Select Advisors Institute. 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.

Today’s conversation is with Amy Parvaneh, Founder &amp; CEO of Select Advisors Institute. 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.

Ep 050: Amy Parvaneh - Helping Advisors Market Effectively

Amy works hard to help financial advisors grow through targeted referrals to high net worth individuals. She accompanies marketing skills with sales development to make sure those leads convert to clients. She calls upon her experience at Goldman Sachs accruing $50M in AUM in just 18 months through highly-targeted cold calling and emailing. Additionally, she shares her unique methods for finding wealthy individuals. She would go so far as to take pictures of the donor lists at art museums and research the events that these wealthy donors would make great clients. Then, she would reverse engineer a pathway to connecting with them. In this episode, Amy also covers the places, both digital and physical, she recommends visiting to meet the new rich. If you are going to crack into this population, it is better to start with people who have just come into money. They won’t have as many entrenched service providers already in place. Get the full show notes and transcript for this episode at: www.kitces.com/27

Amy works hard to help financial advisors grow through targeted referrals to high net worth individuals. She accompanies marketing skills with sales development to make sure those leads convert to clients. She calls upon her experience at Goldman Sachs accruing $50M in AUM in just 18 months through highly-targeted cold calling and emailing. Additionally, she shares her unique methods for finding wealthy individuals. She would go so far as to take pictures of the donor lists at art museums and research the events that these wealthy donors would make great clients. Then, she would reverse engineer a pathway to connecting with them. In this episode, Amy also covers the places, both digital and physical, she recommends visiting to meet the new rich. If you are going to crack into this population, it is better to start with people who have just come into money. They won’t have as many entrenched service providers already in place. Get the full show notes and transcript for this episode at: <a href="http://www.kitces.com/27" rel="nofollow" target="_blank">www.kitces.com/27</a>

Ep 027: Reaching HNW Prospects Leveraging Targeted Research And Introductions with Amy Parvaneh