OUR BLOG
‘Start Your Engine’ And Rev Up To Hit Your Goals
Picture this: You’re sitting in your NASCAR Gen-6 car nervously listening as the crowd cheers wildly with anticipation. As you and the other drivers slowly follow the pace car around the track, you’re ready! The pace car pulls over, the green flag waves, and with a...
Hour of Power
The Kelley Group (TKG) is issuing a challenge to all individuals in every segment of the services industry to join them in the “Hour of Power: The Ultimate Client Acquisition Challenge.” Kicking off the New Year on a note of positivity, TKG is challenging industry...
Building Relationships with Your Clients’ COIs
Successful financial advisors understand the value of networking with members of their client’s financial team — Centers of Influence (COIs). They’ve developed a plan to reach out to COIs and to educate them about the services and products they provide. They know...
Overcoming Objects: Getting Clients to the Share Names of Their COIs
As a financial advisor, it’s important to gather the names of the Centers of Influence ( COIs) who are members of your client’s financial team. Coordinating your efforts on behalf of the client will help ensure his or her ultimate goals are met. It also provides...
Acquiring the Names of Client’s COIs
Developing relationships with Centers of Influence ( COIs ) is key to building a network of influential people who can help you grow your business. Often, one of the easier ways to go about this is to acquire the names of your clients’ COIs. If you’re like a lot of...
Who are your Client’s Centers of Influence (COIs)?
Creating a network of Centers of Influence (COIs) can make the difference between having a mediocre practice and a highly successful one. Interestingly enough, every client you meet with has the potential to introduce you to a multitude of COIs in his or her world....
Who are the Centers of Influence (COIs) in Your World?
Your world is filled with Centers of Influence (COIs). However, many advisors never take the time to identify the COIs in their own community. Have you? Most commonly we think of COIs as being CPAs and attorneys, but the COI world expands way beyond these two...
The Kelley Group and Exit Planning Institute Partner to Provide a Comprehensive Exit Planning Platform
FOR IMMEDIATE RELEASE Contact: Chris Dungworth [email protected] [Los Angeles, CA, July 23, 2020] Exit Planning Institute (“EPI), a trendsetter in the area of exit planning and value acceleration, and the only organization that offers the Certified Exit...
RTDF3: The Ultimate Marketing System for Professional Service Providers
Have you wondered how professionals in your field end up on national recognition lists (Barron’s Forbes), yet you never get a nod? Have you ever seen them featured on national television and radio and wondered how you, too, can obtain this kind of exposure? Have you...
Turn Networking into an Easy and Profitable Activity
Seeking out new clients can sound like a formidable challenge. But if you set realistic goals and create a method that complements you and your interests, the process can be much less intimidating. One valuable prospecting approach is to set goals involving...
