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Patrick Salimi

Wealth Advisor

Patrick Salimi is a Wealth Advisor for Avior

Patrick Salimi brings 20 years of experience specializing in advisor training, company process and story development, and NRN recruiting and training. His work centers on building the systems and relationships that help advisors grow, with a particular focus on integrating Centers of Influence (COIs) into a functional digital back office.

Earlier in his career, Patrick played a key role in shaping company processes and messaging, while recruiting and training advisors on new systems. He worked closely with estate planning attorneys to develop daily client workflows, laying the groundwork for a truly digital back office. That hands-on collaboration with both attorneys and advisors gave him a deep understanding of what it actually takes to help COIs better serve their clients — and how integrating NRN creates real-world referral opportunities for advisors.

At the core of Patrick’s work is a genuine passion for watching advisors grow and discover the unique opportunities NRN can create for their practice. He’s driven by the belief that as digital noise grows louder every day, advisors need the right systems to cut through it — and he sees Avior’s NRN engine as the fast track to helping them reach their goals.