Date: Wednesday, June 21, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Editorial Webcast Sponsored by:

As financial advisors juggle a challenging variety of tasks for clients and a long list of operational tasks in 2023, they must effectively pursue business strategies like marketing, specialization, and partnerships with CPAs and attorneys. Staying attuned to the latest industry best practices while adding technology, staff and other resources to their teams can be a challenge, but one where the benefits outweigh the costs in the end.

Join this complimentary webcast  to hear from a panel of experts on the best ways you can grow your practice while meeting clients’ rapidly shifting expectations and thriving in the face of intense industry competition. Dive into innovation in the latest business-boosting techniques, tools and insights, including:

  • New best practices for growing your advisory firm, adjusting to the latest regulatory pressures and adding services for clients

  • The practice-management tools and techniques that make most sense for your advisory firm, and how they can complement work you are already doing

  • How to bring in new clients while adding value to existing clients, and expand your centers of influence and partnerships

  • And more!

REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)

Featured Speaker(s):

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Janet Levaux, MA/MBA, is the moderator of this webcast. She’s covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary’s College of California. She’s also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
Jay Coulter, CFP, CIMA | President | Resilient Advisor

Jay Coulter is a consultant to financial advisors, teams and firms. His company specializes in teaching simple systems that help advisors become hyper-focused, clear on their value and confident in their ability to grow. He also is the producer of Financial Advisor TV, which is home to Advisor Speed Demos, ETF Stories and his Resilient Advisor Podcast, among other shows.
Amy Parvaneh | Founder and CEO | Select Advisors Institute

Amy Parvaneh is the founder and CEO of Select Advisors Institute, a full-service outsourced marketing agency and sales management firm that works with some of the largest wealth management teams and firms on revenue expansion and AUM growth. The firm, launched in 2014, has been engaged by various financial institutions and teams to help with organic marketing strategy, rebranding, website design and optimization, sales program development and training, business and leadership consulting and coaching, family office go-to-market strategies, recruiting and more. Amy previously worked at Goldman Sachs and PIMCO.
Steve Sanduski, CFP | Founder | Belay Advisor

Steve has coached some of the country’s leading financial advisors and entrepreneurs since 2001. Today, he’s focused on podcasting and helping financial advisors build more successful businesses that deliver great value for their clients. He is a regular blogger and co-authored the popular practice- management book “Tested in the Trenches.” His second book, “Avalanche: The 9 Principles for Uncovering True Wealth,” became a bestseller.