Turn COIs into Your Personal Prospecting Team
Have you found some networking groups provide little value and end up wasting your time?
When joining a group designed to promote business development, do you invest more time than other members but have little to show for your efforts?
If you could organize a group of highly respected professionals who are committed to sharing business development ideas with you and are excited to spread the word about the great work you do, would it prove valuable?
Joining social groups has always been touted as the way to expand your prospecting circle. However, many times the members of those groups don’t represent your ideal client profile, nor do they have access to people who do. Instead, organizing and/or joining Mastermind Groups consisting of Centers of Influence (COIs) in your community, who have direct access and influence over your ideal prospects, can provide unlimited opportunities for business expansion.
In this one-of-a-kind session, you’ll learn how to identify and qualify Centers of Influence who will be committed and are excited to contribute to your business growth. We’ll then explore how to create the kind of team culture and agreements that will make for a high-performance Mastermind Group that will drive your business development efforts to unparalleled levels.
Using our unique methodology, the bond between members is strengthened and a process for referring each other is implemented as a structured standard-operating procedure.
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
Sarano Kelley is the “trainer of choice” for some of Wall Street’s largest firms and was rated the #1 speaker by the Securities Industry Association at Wharton School of Business.
After two decades of research and hands-on experience, his well-defined system for organizing highly effective Mastermind Groups is featured in the landmark book “Reversing the Deal Flow: The Secret to Prospects Calling You to Become Clients.”
In 2019, an unprecedented partnership was formed between The Kelley Group and INC CEO Project, an affiliation of INC magazine. This unique alliance puts financial advisors and members of their Mastermind Groups in front of thousands of middle-market CEO prospects who are in need of exit planning and other critical financial services.
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.