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One-on-One Coaching

Do you find yourself constantly wondering why it’s so difficult to juggle managing and growing your business simultaneously?
Do you know you’re capable of more, but are unsure how to progress to the next level?

The first mistake professionals often make is focusing the majority of their energy outward. As they put their time and attention on the problems and people in their external environment, they often fail to look within. Taking the time to analyze the small but highly effective behavioral changes you can make will bring about a true transformation that can catapult you into a continuous state of prosperity.

The Kelley Group’s One-on-One Coaching is a highly customized program for addressing a professional’s individual goals (personal and professional) and for strengthening their position among their peers, either as a member of a team or as a leader. The program focuses on four key areas that are the foundation for it’s individual coaching program.

They include:

  • Life Management
  • Investment Management (Communication)
  • Practice Management
  • Business Development

 

A significant part of TKG’s proven process begins with the use of four assessment tools that, once your complete, establish the basis for your individualized coaching program:

 

  • The Role Audit: Identifies the roles you are currently involved in and which need to be shifted in order to maximize business efficiency, profitability and professional satisfaction.
  • Team Diagnostic Tool: Statistically identifies the greatest weaknesses of your team members and where their time and talents can best be utilized.
  • The Game Playing Field: Rates the areas of your life to identify those that need more thoughtful attention.
  • Thirty-four Marketing & Communication Strategies: Assesses where you are on the marketing compendium and the actions you need to take to reach the optimum level to bring prospects to your door asking to do business with you.

PROGRAM FORMAT

The Kelley Group’s One-on-One Coaching includes 12 sessions, either weekly or bi-weekly. To ensure you stay motivated to reach your goals and receive maximum benefit for your time, the program includes:

 

  • Proprietary Assessment Tools
  • Accountability Factor
  • Statistical Tracking and Reporting
  • Check-up Calls
  • Supplementary Materials

After more than 30 years of extensive research and in-the-trenches experiences, TKG’s approach to growing a successful practice and reaching a high level of fulfillment in life is defined in two landmark books, authored by Sarano and Brooke Kelley ­– The Game: Win Your Life in 90 Days and Reversing the Deal Flow: The Secret to Prospects Calling You to Become Clients.

One-on-One Coaching is designed to help you become a more confident and capable financial services professional, one who grasps the “bigger picture.” As your vision of the future becomes sharper, you will be prepared to live each day “in the zone.” You’ll be challenged to change, grow and to achieve the ultimate level of success – self-actualization.

The Impact of Coaching

Unsure of the hard returns on coaching and training? See the results of this 2021 study on Client Acquisition Results.

About Sarano Kelley

Sarano Kelley is the “trainer of choice” for some of Wall Street’s largest firms and was rated the #1 speaker by the Securities Industry Association at Wharton School of Business.

Two decades of research and hands-on experience have led to Sarano’s well-defined system for closing the deal, which is featured in the landmark book “Reversing the Deal Flow: The Secret to Prospects Calling You to Become Clients.” This proven process has helped thousands of advisors significantly increase client acquisitions, leading to a substantial increase in revenues for them and their firms.

Sarano and his highly effective programs have been featured in television shows, a PBS documentary and various industry news publications.

Sarano has appeared on “Good Morning America” with his bestselling book which has been made into two television shows. In 2020, a landmark PBS documentary was produced about Sarano’s work which was featured on CNN, CNBC and Fox Business.

Number #1 rated speaker, best-selling author, renowned top performance coach, White House media skills trainer, television personality Sarano Kelley is an industry icon.

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