COACH FRANK DEW
Frank Dew brings more than three decades of expertise in financial services, business performance coaching, and mergers and acquisitions, with a specialized focus on advisor succession planning. His hands-on experience in these areas has equipped him with a deep understanding of the complexities involved in transitions, ensuring seamless outcomes for clients and organizations alike.
As an industry leader, Frank excelled in advisor recruitment, training, and management, achieving an impressive 86% advisor retention rate. He has extensive experience guiding top-performing teams, some with dozens of members, to achieve peak performance and sustainable growth.
A Certified Kelley Group Coach, Frank is proficient in psychometric testing and uses these insights to optimize team dynamics and individual performance. His career includes outstanding achievements as a million-dollar producer and multiple award-winning roles as Director of Business Development and Director of Representative Development in financial services. His strategic acumen in mergers and acquisitions, combined with his proven track record in advisor succession planning, makes him a trusted resource for firms navigating growth and transition opportunities.
“No one understands better than Coach Dew the importance of doing the right thing in the right order, otherwise it’s the wrong thing.”
– Sarano Kelley
ASSESSMENT TESTING
Coach Dew performs testing in:
· SALES ASSESSMENT
Our online Sales Assessment coupled with one-on-one sessions with our certified coaches will bolster your behavior profiling skills. This powerful Sales Assessment will unlock your awareness of observable behaviors, enabling adaptation of an effective selling style more suitable for the customer’s buying style.
· TEAM PERFORMANCE ASSESSMENT
This innovative tool was developed by The Kelley Group for the financial services industry and has been used by some of the largest teams in the industry. The test shows conclusively the greatest weakness of your team and will prevent you from doing “the right things but in the wrong order.” The Team Performance diagnostic provides a valuable assessment for developing a customized plan that will maximize the efficiency of your team and your organization.
· SUCCESSION PLANNING ASSESSMENT
The Kelley Group Succession Planning Assessment “starts with the end in mind.” It aims to achieve a smooth and successful transition of ownership, preserve the long-term viability and profitability of the business while delivering a win/win for all parties involved. Covering all aspects related to the transitioning of your business, the Assessment includes: evaluating the current state of the business, identifying key stakeholders, assessing the financial and legal implications of succession, analyzing potential risks and challenges, valuation, developing a comprehensive succession plan, and considering the impact on employees and customers.
THE POWER OF ASSESSMENT
Want to check the fitness of your team?
Click on the button below to take the assessment and email your results to coach Dew at [email protected] .
ABOUT THE KELLEY GROUP
For nearly three decades, The Kelley Group (TKG) has helped professionals reach their peak potential and become masters of their professional and personal lives.
The Kelley Group’s popular and timely training programs have been featured on shows such as Good Morning America, CNN, CNBC and Fox Business as well as appearing on every PBS channel. They were regaled in the media for the staggering results experienced by participants.
Sarano and Brooke Kelley are co-authors of the best-selling book, The Game: Win Your Life in 90 Days, 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. They also authored the industry’s only book that provides managers with a successful formula for recruiting top talents to their firms, The Recruiting Conundrum.
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