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SARANO KELLEY

SARANO KELLEY

Author, Speaker/Trainer/ Coach

Rated as the #1 speaker by some of the largest Wall Street firms, Sarano has worked with over 250,000 financial advisers and his four-part speaking series Reversing the Deal Flow is in high demand …>>

BROOKE KELLEY

BROOKE KELLEY

Author, Speaker/Trainer/ Coach

The number 10 salesperson at the #1 largest pharmaceutical company in the world Brooke has coached many Barron’s producers and developed techniques used by elite advisers at the largest firms on Wall Street …>>

FEATURED BOOKS

Reversing the deal flow.

REVERSE THE DEAL FLOW

Have prospects been calling you asking to become clients? Learn 34 unique and incredibly profitable marketing strategies featured in this ground-breaking book that will bring prospects to your door, asking to do business with you.

The Game win your life in 90 days

THE GAME

Games and emergencies are the two guaranteed ways for a person to tap into more of their potential and perform at their highest. What will your life look like if you challenge yourself to have 90 of the most productive days in your life?

A Guide to the recruiting conundrum

THE RECRUITING CONUNDRUM

Is recruiting a systematic discipline for you? Do you find yourself making time when you can and making it up as you go? Read the only communication skills training book on how to recruit top talent.

UPCOMING EVENTS

THE KELLEY GROUP ONLINE TRAINING AND RESOURCES

Train – Find – Manage

The Locker Room

Gain complimentary access to the private membership site for Kelley Group clients and unlock the power of managing your business by statistics and so much more.
Click here to register and get your complimentary access.

Reversing The Deal Flow Video Course

Become a Master of Sales. From starting a conversation to being inundated with referrals, study our complete curriculum and become a master of sales.

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The full curriculum on mastering sales, overcoming objections and conquering Deal Flow once and for all.

Kelley Group RTDF Advisor Intel Engine
Growing Your Practice Through Money and Motion

You don’t have time to waste. Whether it’s researching a prospect prior to a call, or creating a prospective lead list, time truly is money.

Read More

That’s why we created the Intel Engine – Advisor | Agent Edition. In just seconds, you can…  Find Money In Motion, including hires, retirements, promotions, deaths, and more. Locate decision makers, including company owners and finance/HR executives. Identify organizational change such as funding, relocations, and expansions. Find contact information on your prospects, including email addresses. Discover marketing opportunities blogs and podcasts that want your message. Locate reporters who might need your expertise for an upcoming story. Get prospect/client news so you’re relevant in sales calls and presentations. Search for companies by industry, geography, and more. Access company details, financials, employee reviews, court cases and more. Find industry data, trends, research reports, others’ presentations, and more. For Financial Advisors and Insurance Agents, the Intel Engine is a GAME CHANGER. No more spending hours on search engines hoping to find opportunities. In seconds you’ll get the information you need to grow your speaking business and ensure relevancy in every sales call and presentation. GUARANTEED!

Reversing The Deal Flow CRM and Marketing System

The Reversing The Deal Flow CRM And Marketing Platform is a state of the art CRM and marketing automation suite developed specifically for financial advisors. 

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The platform is designed using our industry know-how, allowing you to free up time while automatically nurturing your leads, prospects and clients using content proven to get results. With the platform, you’ll get instant access to over 8 pre-built campaigns, 10 landing pages, 50 templated emails, 7 call scripts and over 3 hours of personal and video instruction.

Podcast

Powerful persuasion skills for communicating to advisors for managers and wholesalers

Communication skills Advisors
Podcast

The Recruiting Conundrum: A systematic approach to recruiting top talent

A Guide to the recruiting conundrum

UPCOMING EVENTS

– QUARTERLY –

– WEBINARS-

Communication Skills Training

EXCLUSIVE FACE-TO-FACE ADVANCED COMMUNICATION SKILLS TRAINING

DATE: June 4-5, 2020
LOCATION: Santa Monica

While financial professionals know they need to have a client investment process in place, few, if any, have created an effective communication process for selling. Over the course of two intensive, hands-on days of training, with video-taping and video critique, you’ll learn the secrets for mastering your craft.

Webinars highlighting

WEBINARS AT THE TOUCH OF A BUTTON

Join us for our monthly webinars highlighting each of the 34 strategies in the ground-breaking book, REVERSING THE DEAL FLOW, that changes the way advisors market their practice.

 

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