JOINT VENTURES, SPONSORSHIPS AND PARTNERSHIPS

 

Historically, The Kelley Group (TKG), has provided popular programs in conjunction with partners, sponsors and through joint ventures, enabling participating companies to enhance their exposure and expand their reach within their industry.

Now, for the first time TKG is extending this opportunity to other firms who are interested in joining us to develop mutually beneficial, innovative opportunities.

Listed below are a sampling of companies we have partnered with:

MULTIPLE YEARS PARTNERSHIPS

  • Phoenix Investment Partners Financial Services Industry Speaking Tour

  • Ivy Funds Financial Services Industry Speaking Tour

  • Securities Industry Association at the Wharton School of Business Financial Services Industry Leadership Advanced Communication Skills Training

  • Mackenzie Investments Kelley Group Speaking Tour covering all of Canada and the top five advisory firms in the country

  • National Rollout of The Kelley Groups newly released “Center of Influence Mastermind” process for one of the nation’s largest financial services advisory firm

 

MEDIA PARTNERSHIPS

  • ABC TV “The Game Winning at Life” (90 airings of landmark television show co-produced by TKG)

  • VH1 Financial Literacy Television Special “Broke and Famous” produced by the creators of “Extreme Home Makeover” and co-produced by The Kelley Group

  • The United Nations Foundation and the “Stand Up Against Poverty Campaign”. The Kelley Group was responsible for the largest participation by celebrities in the country.

  • The Kelley Group and Kasina Consulting founded the non-profit, “Stand Up for Financial Literacy” campaign. To further promote the campaign, Direxion Fund sponsored us at NYSE’s “ringing of the bell.”

  • Discovery Data (The industry’s top database supplier to the financial services industry) Strategic partnership and involved with the roll out of “A Guide to the Recruiting Conundrum,” the first book every written on how to recruit top financial advisors by Sarano and Brooke Kelley, founders of The Kelley Group. Involved with this project.

 

JOINT VENTURES – 2020

 

  • Monthly Face-to-Face Consultative Selling Skills – Two-day programs with multiple sponsors

  • Online coaching systems in partnership with leading online marketing company

  • CRM on-line program, custom developed for The Kelley Group with a cutting edge “money in motion” system for identifying investor prospects with a current need 

  • Peer mentorship program for CEOs and co-development of “COI Mastermind Groups” under the auspices of a major national business publication. 

  • Launch of “Reversing the Deal Flow” marketing agency. A multi-disciplinary consulting practice devoted to turning experts and professional service practitioners into celebrity brands (multiple partners and principles)

 

If you or your organization are interested in sponsoring, partnering or forming a joint venture with The Kelley Group, please e-mail us at [email protected]

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