by Sarano and Brooke Kelley | May 25, 2022 | Press Release
Does the financial services industry have a diversity problem? Just ask Nick Foulks, director of communications strategy and client engagement at Great Waters Financial in Minneapolis. “The industry as a whole is struggling with the concept,” he says. As an...
by Sarano and Brooke Kelley | May 25, 2022 | Press Release, Recruiting
As a manager, you face a multitude of challenges that makes bringing new blood to your firm more difficult than it has ever been. While searching through sometimes thousands of names of advisors for ones who are the right fit for your firm, and vice versa, you’re...
by Sarano and Brooke Kelley | May 25, 2022 | Press Release, Recruiting
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. As a manager, you’re responsible for a variety of business-building activities, one of which is recruiting advisors or reps to your...
by Sarano and Brooke Kelley | Mar 10, 2022 | Press Release, Recruiting, Study
LOS ANGELES, March 9, 2022 /PRNewswire/ — The Kelley Group, a leading provider of training and coaching to the financial services industry, announces today the results of a 4-month study, The Impact of Coaching and Training on the Manager’s Ability to...
by Sarano and Brooke Kelley | Feb 25, 2022 | Press Release
Business development is the lifeblood of your organization, and yet, most financial advisory teams struggle the most when it comes to executing on this key element of their success. But, there is one thing you can do to totally change the game for your business’s...
by Sarano and Brooke Kelley | Feb 23, 2022 | Goal Setting, Press Release
Picture this: You’re sitting in your NASCAR Gen-6 car nervously listening as the crowd cheers wildly with anticipation. As you and the other drivers slowly follow the pace car around the track, you’re ready! The pace car pulls over, the green flag waves, and with a...
