Articles written by Guest Columnist Amy Parvaneh


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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 — 6:07 PM UTC

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 — 8:04 PM UTC

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 — 7:47 PM UTC
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