Master the game of business development for high performers to win big

The #1 leader in consultative selling and marketing skills to the financial services industry

Schedule a Complimentary Coaching Interview with

TAKE YOUR LIFE AND YOUR BUSINESS TO

 THE NEXT LEVEL

Master the game of business development for high performers to win big

The #1 leader in consultative selling and marketing skills to the financial services industry

Schedule a Complimentary Coaching Interview with

TAKE YOUR LIFE AND YOUR BUSINESS TO

 THE NEXT LEVEL

AS SEEN ON:

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There’s a real need for systems and methodology in the financial service industry.

At The Kelley Group we saw a gap in businesses and financial advisers investing millions of their dollars into speakers, coaches and training, only to discover that in many cases, leadership was struggling to translate that investment into business results ultimately negatively affecting the bottom line.

The Kelley Group is the industry leader in producing measurable and impactful bottom line results.

Businesses inability to effectively scale their training and development efforts to their financial advisors often leads to lower productivity and ultimately the failure of the business.

The key to peak performance is using the power of

OUR UNIQUE METHODOLOGY BASED ON GAME TECHNOLOGY

and completely turning it on it’s head.

OUR PRODUCTS

Coaching Services

Specifically tailored to our financial advisors services, our coaching sessions are designed to help you create a successful strategy and become a master of your craft.

Training

Our premier training program for service professionals throughout the U.S. Our innovative programs have been endorsed and used successfully by some of the largest firms on Wall Street.

Speaking Engagements

8 Keynotes designed to inspire financial advisors and help them develop a business model that will bring prospects to their door.

Why we’ve consistently held the #1 title in financial services industry

  • Rated the #1 speakers for several years running by the Securities Industry Associations Wharton School of Business.
  • We specifically tailor a plan for our clients and their business that have produced exponential results, we set an industry record for one blue chip financial advisory firm increasing million dollar new accounts by 7,000 by 300 advisers in just 90 days.
  • Our methodology and processes have been so successful our theories were made into two shows on national television, our success stories featured on Good Morning America, and most recently had a PBS documentary produced about the incredible results produced by our work.

Charting the Evolutionary Track from Solo
Practitioner to Mega Teams™

THE KELLEY GROUP is expanding the industry’s understanding of how an advisor successfully goes from being a solo practitioner to creating a team that runs the business like a well-oiled machine to a top-performing Mega Team™.

The Mega Teams Study and Diagnostic is born out of three decades of already existing data and research collected by The Kelley Group and includes the hands-on experience of TKG’s certified coaches who have worked extensively with teams of all sizes. The Study is the basis for the industry’s first and only book written on this topic.

About the study…

Mega Teams™ is a growing phenomenon in the financial services industry with some firms reporting more than 77% of their advisors work on a team, and 10% of those advisors are part of a Mega Team™.

UPCOMING EVENTS

wed19jun1:00 pmwed1:45 pmAn Evolutionary Journey

wed26jun1:00 pmwed1:45 pmWhat’s Broken About Recruiting

FEATURED BOOKS

REVERSING 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

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?

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.

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