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Stage A Lively Webinar That Wows The Crowd
Webinars were already proliferating before the pandemic. Today's remote workforce relies on them more than ever. Despite their growing popularity, webinars aren't necessarily getting better. Indeed, virtual meetings often follow a stale formula in which a speaker...
How Causative Teams Drive Business Development
Can you feel it? There’s a fundamental shift happening all around us – one that’s impossible to ignore. While the global pandemic has deeply altered the way we go about our lives, the changes it’s engendered when it comes to how we operate and how we succeed as...
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
A new case study published by the Kelley Group, aptly titled “The Coaching and Training Impact Study on Advisor’s Client Acquisitions,” argues that even experienced financial advisers should consider updating their sales training and client acquisition strategies.
Financial Advisors Can Capture Significant Growth Through Training, Coaching & Accountability
LOS ANGELES, Aug. 26, 2021 /PRNewswire/ — The Kelley Group announces today the results of a four-month study, The Coaching and Training Impact Study on Advisor’s Client Acquisitions (August 2021), to ascertain if seasoned financial advisors, those with 10 plus years...
Study Finds that Even the Most Seasoned of Financial Advisors Can Capture Double-Digit Growth Through Training, Coaching and Accountability
Wirehouse Enlists the Kelley Group to Conduct Four Month Study, Provide Structured Client Acquisition Processes Designed for Current Economic Environment Los Angeles -- August 26, 2021 -- The Kelley Group announces today the results of a four-month study, The...
#1 Recruiting Training Firm, The Kelley Group, Offers Complimentary Recruiting Webinar Series
As recruiting wars heat up, The Kelley Group (TKG) is offering 12 complimentary webinars to help leaders recruit top talents to their firm. Each month participants will learn important strategies for finding top producers who can help make their company stronger, as...
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...