tue21sep12:15 pmtue1:00 pm2021-09-21 - RECORD CLIENT ACQUISITION
Coaching and Training Impact Study on FA’s Client Acquisitions During the Health Crisis During a 90-day period, 15 seasoned advisors participated in a systematic and highly disciplined study to assess the
Coaching and Training Impact Study on FA’s Client Acquisitions
During the Health Crisis
During a 90-day period, 15 seasoned advisors participated in a systematic and highly disciplined study to assess the results of training and coaching on an advisors ability to increase client acquisitions during challenging times.
The Kelley Group was retained by one of Wall Street’s largest advisory firms to conduct the study. “Accountability” and “statistical reporting” were two key factors that attributed to its success. Both are part of the highly acclaimed methodology featured in the best-selling book, “The Game: Win Your Life in 90 Days” and basis for The Kelley Group’s highly successful training and coaching programs.
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(Tuesday) 12:15 pm - 1:00 pm(GMT-07:00)
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