In 2023, nearly 9,700 experienced advisors with Series 7 brokerage licenses transitioned to new firms, marking a 7.5% increase over the previous year.

This surge underscores the dynamic nature of the financial services industry, where recruiters and their leaders are striving to identify top-tier advisors. However, many recruiters lack the necessary training to excel in this highly competitive environment.

The Kelley Group invites you to download our complimentary white paper, “What’s Broken About Recruiting and Why,” and join our free webinar.

We will delve into the challenges confronting today’s recruiting leaders and offer solutions for building a high-performing recruiting team capable of attracting elite financial advisors.

The report and webinar will cover critical topics for recruiting leaders, including:

  • How to identify the best individuals to serve as recruiters using scientifically designed assessments and evaluations.
  • How proper training can ensure his/her success.
  • The importance of having a tracking system in place to measure performance.
  • Delivery of specialized training for Market Executives on how to engage in a formal codified process of sales management.

EVENT: What’s Broken About Recruiting
DATE: Wednesday, November 27th, 2024
TIME: 1 pm PT / 4:00 pm ET

About The Kelley Group

For nearly three decades, The Kelley Group has helped professionals reach their full potential and become masters of their lives. Co-founders Sarano and Brooke Kelley are members of Forbes Coaches Council. Their popular and timely training programs have impacted millions of lives and have enabled men and women alike to accomplish goals far beyond what they thought possible and allowing them to reach a higher level of personal fulfillment in their lives. 

Sarano and Brooke Kelley are co-authors of the landmark book, The Recruiting Conundrum: A Consistent, Disciplined Approach to Attracting Top Talents. It’s the industry’s only book that provides managers with a successful formula for recruiting top talents to their firms.

They also are co-authors of the best-selling book The Game: Win Your Life in 90 Days and developers of The Game Training and Coaching System and Reversing the Deal Flow: The Secret to Prospects Calling You to Become Clients, a cutting-edge book that continues to be a guiding force for building a successful financial advisory practice.

Sarano has been rated the Number #1 speaker by the Securities Industry Association at the Wharton School of Business and was a media skills coach to the White House Fellows. Brooke Kelley is a long-time coach to many of the top Barron’s and Forbes listed advisors.

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.

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

© 2024 The Kelley Group. All Rights Reserved, The Kelley Group

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