Articles written by Guest Columnist Amy Parvaneh
Headline
Publish date
After an avalanche of AUM in 2020-2021, some RIAs are stretched thin on service bandwidth, but the answer is to begin 'productizing'
The word 'product' is anathema to RIAs but the open-ended promise of high touch service isn't sustainable for advisors, and it's also not ideal for the client
November 10, 2021 at 6:55 PM
RIAs need to get over 'quotas' when it comes to sales and growth, or end up being owned by an RIA that knows how to impose them
To achieve growth, investment advisors need to stop avoiding a 'sales culture' and achieve clear organic growth goals by, cough... selling
September 22, 2020 at 4:31 AM
Why a broken RIA sales strategy is more of a repairable passion problem
Remembering your value busts up the dilemma of selling within a circle of friends
January 5, 2017 at 6:07 PM
LPL invites 180 of its bigger-book reps to Dana Point as part of its latest Fortigent-fortified bid to move upmarket
Attendees said fast-talking presenters belied LPL's aspirations but perhaps bolstered its claim that the hoi polloi won't be forgotten
May 5, 2016 at 8:04 PM
In her words: A former Goldman Sachs star gets into the depths of winning UHNW clients, without being in that tax bracket
Amy Parvaneh channels love, permeable walls of personal and business and 'Rocky' stories' as a fuel for a no-excuses mindset
