THE KELLEY GROUP ONLINE TRAINING AND RESOURCES

TRAIN – FIND – MANAGE

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Reversing The Deal Flow Video Course

Become a Master of Sales. From starting a conversation to being inundated with referrals, study our complete curriculum and become a master of sales.

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The full curriculum on mastering sales, overcoming objections and conquering Deal Flow once and for all.

Kelley Group RTDF Advisor Intel Engine
Growing Your Practice Through Money and Motion

You don’t have time to waste. Whether it’s researching a prospect prior to a call, or creating a prospective lead list, time truly is money.

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That’s why we created the Intel Engine – Advisor | Agent Edition. In just seconds, you can…  Find Money In Motion, including hires, retirements, promotions, deaths, and more. Locate decision makers, including company owners and finance/HR executives. Identify organizational change such as funding, relocations, and expansions. Find contact information on your prospects, including email addresses. Discover marketing opportunities blogs and podcasts that want your message. Locate reporters who might need your expertise for an upcoming story. Get prospect/client news so you’re relevant in sales calls and presentations. Search for companies by industry, geography, and more. Access company details, financials, employee reviews, court cases and more. Find industry data, trends, research reports, others’ presentations, and more. For Financial Advisors and Insurance Agents, the Intel Engine is a GAME CHANGER. No more spending hours on search engines hoping to find opportunities. In seconds you’ll get the information you need to grow your speaking business and ensure relevancy in every sales call and presentation. GUARANTEED!

Reversing The Deal Flow CRM and Marketing System

The Reversing The Deal Flow CRM And Marketing Platform is a state of the art CRM and marketing automation suite developed specifically for financial advisors. 

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The platform is designed using our industry know-how, allowing you to free up time while automatically nurturing your leads, prospects and clients using content proven to get results. With the platform, you’ll get instant access to over 8 pre-built campaigns, 10 landing pages, 50 templated emails, 7 call scripts and over 3 hours of personal and video instruction.

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