RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles written by Guest Columnist Amy Parvaneh


Headline

Publish date


Amy Parvaneh: 'RIAs need to start embracing the unthinkable by transitioning some of their service offerings to a product.'

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

Amy Parvaneh: [Success] comes to me from Wall Street training but also from the hard knocks of immigrating to the US when I was 12 years old

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

Amy Parvaneh: Engagement brings integrity to a relationship that is both all business and all personal at the same time.

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

Gary Carrai is the executive who maintains an LPL tie with Fortigent.

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

 Amy Parvaneh: I carefully selected even personal vacations and retreats focusing on destinations where I could anticipate brushing up against prospective clients. I fly first class to meet its patrons.

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

February 15, 2016 at 7:47 PM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.