by Sarano and Brooke Kelley | Jul 29, 2021 | Press Release, Recruiting
As recruiting wars heat up, The Kelley Group (TKG) is offering 12 complimentary webinars to help leaders recruit top talents to their firm. Each month participants will learn important strategies for finding top producers who can help make their company stronger, as...by Sarano and Brooke Kelley | Jan 21, 2021 | Challenge, Press Release
The Kelley Group (TKG) is issuing a challenge to all individuals in every segment of the services industry to join them in the “Hour of Power: The Ultimate Client Acquisition Challenge.” Kicking off the New Year on a note of positivity, TKG is challenging industry...by Sarano and Brooke Kelley | Nov 6, 2020 | COIs, Mastermind Groups, Networking
Successful financial advisors understand the value of networking with members of their client’s financial team — Centers of Influence (COIs). They’ve developed a plan to reach out to COIs and to educate them about the services and products they provide. They know...by Sarano and Brooke Kelley | Nov 4, 2020 | COIs, Mastermind Groups, Networking
As a financial advisor, it’s important to gather the names of the Centers of Influence ( COIs) who are members of your client’s financial team. Coordinating your efforts on behalf of the client will help ensure his or her ultimate goals are met. It also provides...by Sarano and Brooke Kelley | Nov 2, 2020 | COIs, Mastermind Groups, Networking
Developing relationships with Centers of Influence ( COIs ) is key to building a network of influential people who can help you grow your business. Often, one of the easier ways to go about this is to acquire the names of your clients’ COIs. If you’re like a lot of...