From Reactive to Proactive: Designing Your End-of-Year Team Retreat for a High-Performing Advisory Practice
A free webinar for financial advisory teams ready to finish strong and start the new year with clarity and momentum
Most advisor teams spend December reacting.
They’re putting out fires, chasing numbers, and handling urgent client needs.
But high-performing teams use this same time to get ahead: to reflect, realign, and design the year to come with purpose.
This practical webinar will show you how to transform your end-of-year retreat into a powerful planning session that sets the stage for growth, accountability, and long-term success.
Why a Structured Team Retreat Matters
Without structure, year-end reflection often turns into another unproductive meeting.
A strategic, well-designed retreat helps your team:
- Clarify direction and re-align around your shared vision
- Strengthen communication and trust
- Turn insights into actionable goals and written plans
- Leave with a clear 12-month roadmap for success
Because if it’s not written, it’s not real.
What You’ll Learn
In this practical and engaging session, you’ll discover:
- A proven framework to run your own high-impact team retreat
- The 7 domains of an effective advisory practice—and how to assess your team’s strengths and gaps
- How to use the Team Effectiveness Diagnostic to guide discussion and prioritize initiatives
- How to turn insights into a written, proactive plan for the year ahead
EVENT: From Reactive to Proactive: Designing Your End-of-Year Team Retreat for a High-Performing Advisory Practice
WHEN: Wednesday, November 19th at 1pm PT/ 4pm ET
Take the First Step Toward a Proactive 2026
Don’t end the year reacting—end it leading.
Register today to reserve your spot and gain the tools to turn your team retreat into your competitive advantage.
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.Â
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.
