Professionals from every discipline are struggling to acquire new clients in our challenging and quickly evolving economy. Learn from those who have successfully stepped outside the “business as usual” box to embrace a new and more effective approach to client acquisitions.
In our fast-paced and highly information webinar, you’ll learn how they:
- Identify like-minded professionals – Centers of Influence (COIs)– who are eager to engage in a collaborative approach to business development.
- Turn those COI relationships– CPAs, estate and tax attorneys, realtors, loan officers and other professionals – into productive and profitable allies who were eager to refer business to them.
- Create Mastermind Groups composed of their best COI relationships to brainstorm business development ideas, set goals, and to learn about each other’s business objectives and holistic approach to client service. As relationships are strengthened, members comfortably and confidently refer other members to their clients.
Feel free to share this email with other COIs so they, too, can discover the power of the Mastermind approach. This complimentary webinar is your ticket to expanding your business exponentially.
Check out this video to learn how others have benefited from this collaborative and mutually beneficial approach to outpace their competition:
Comments from past participants:
“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.”–– Wealth Advisor
“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.” –– Wealth Advisor
EVENT: Centers of Influence: Mastermind Groups
DATE: August 17th, 2022
TIME: 12:15 PT / 3:15 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!
*Please note your firm’s firewalls may require that you register for this webinar on a personal device.