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Articles tagged "Amy Parvaneh"


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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

 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

Amy Parvaneh: I was a cold-calling machine.

How an ex-Goldman superstar asset gatherer in LA is bringing her bazooka to the RIA knife fight

Growing up in a West Egg-East Egg scenario among the Long Island rich, Amy Parvaneh burnished her credentials with unusual Parisian luxury brands training, a Duke MBA and a dramatic Wall Street debut

August 10, 2015 at 7:28 PM

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