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CAUSATIVE TEAMS

The New Model of Total-Team Development

Do you sometimes feel like you’re on your own when it comes to business development?

Do you wish there was a system of practice management that would simultaneously increase your ability to grow and your capacity to handle more business?

Are you searching for a system that incorporates a “total-team effort”?

For most teams, business development is the responsibility of only the team leaders. What if, instead, your team could play a much larger role in the growth of the practice? What if your team could be organized to simultaneously participate in growth while giving the business more capacity?

In this presentation, you and your team members learn the importance of creating a relationship matrix based on the Nine-Step Business Expansion Process that is best carried out by the entire team. Using this revolutionary approach and a team diagnostic, you’ll learn how to identify the individual strengths of the team and how each member can contribute to the firm’s growth and development. You’ll discover ways to reorganize and manage your messaging as well as learn a process for handling even more client relationships effectively and efficiently.

When team members work together from the same playbook, client relationships will be strengthened, and prospects will be impressed with the consistency in business communication. This high-impact process ensures nothing falls through the cracks as it drives high levels of growth.

Featured in Every Presentation

The Kelley Group’s information-packed presentations provide proven strategies that can be immediately implemented to help professionals at all levels climb the success ladder. Roleplay and Q&A are included to ensure concepts taught can be instantly integrated into an advisor’s daily practice. Additionally, worksheets and supplemental materials are provided to encourage ongoing execution of learned strategies.

The Impact of Coaching

Unsure of the hard returns on coaching and training? See the results of this 2021 study on Client Acquisition Results.

About Sarano Kelley

A top-rated coach and trainer, Sarano Kelley has been leading peer-mentoring programs for team leaders and teams for more than 30 years. He started out as a financial advisor in the 1980s, working in one of the first offices to successfully utilize team dynamics. That office was generating $20 million in the 1980s and at times as much as $80 million in production.

Sarano’s vast experience, research and hands-on approach to team building are incorporated into Causative Teams, which is the industry’s most dynamic and effective system for building high-performing teams.

Sarano and his business partner, Brooke Kelley, are co-authors of the best-selling books “The Game: Win Your Life in 90 Days” and “Reversing the Deal Flow: The Secret to Prospects Calling You to Become Clients.”

Sarano has appeared on “Good Morning America” with his bestselling book which has been made into two television shows. In 2020, a landmark PBS documentary was produced about Sarano’s work which was featured on CNN, CNBC and Fox Business.

Number #1 rated speaker, best-selling author, renowned top performance coach, White House media skills trainer, television personality Sarano Kelley is an industry icon.

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