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As a participant in The Kelley Groups training, you’re already aware of how Centers of Influence (COI) are powerful resources for client referrals. Now it’s time to take these relationships up a notch by organizing a Mastermind Group. 

A Mastermind Group is all about developing an effective multi-disciplinary team of your best COI relationships – those who share a like-minded vision of serving clients in a holistic manner while pursuing a collaborative approach to business development.  While these COIs can be from diverse occupations (CPAs, tax attorneys, realtors, loan officers, etc.), all must share a desire to improve themselves both personally and professionally. 

In our upcoming webinar, a panel of advisors, all who have successfully developed Mastermind Groups, will share their secrets for how to make yours highly collaborative and mutually beneficial for all its members. 

Of all the technologies I have learned and incorporated from the Kelley Group, none has made a larger or longer lasting impact than that of Mastermind Groups. Our practice grew from $1MM when we started ramping this strategy up to over $4.5MM in less than 6 years, and we are just getting started.”–– PANEL MEMBER

“We have built two Mastermind Groups and a third is under development. In the past year, we’ve seen a 2000% increase in introductions to our ideal clients. We hope to have each group at the highest level of collaboration by the end of ’22, and we expect the numbers to increase.” ––PANEL MEMBER 

Register today to learn how these advisors and others developed a system of peer mentorship, networking, professional education, and accountability.  They’ll share the secrets for turning your Mastermind Groups into proactive referral resources while engaging members in an upper level of business development that will meet or exceed everyone’s goals and objectives.

I look forward to seeing you there.
Coaches Sarano and Brooke Kelley

EVENT: Upping the COI Game
DATE: June 29th, 2022
TIME: 1:00 PT / 4:00 ET

Presented By Sarano and Brooke Kelley:

Sarano and Brooke Kelley, rated as #1 speakers by some of the largest Wall Street firms will provide timely information during this complimentary teleseminar.

Register today and share this with your colleagues. This is a message EVERYONE needs to hear!

Register Below:

*Please note your firm’s firewalls may require that you register for this webinar on a personal device.

Call Us At: 1-866-584-8885 OR Email Us At: [email protected] for more info.

© 2022 The Kelley Group. All Rights Reserved, The Kelley Group

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