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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...
The Kelley Group to Host Panel of Top PR Professionals
“Utilizing PR to Reach Your Target Market” On Tuesday, October 20th , The Kelley Group (TKG) and RTDF3, a Kelley Group marketing and talent agency for industry professionals will host a panel of top PR agents who specialize in the financial services industry....
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...
The Kelley Group and Inc. CEO Project Join with “Behind the Scenes” to Produce “Training and Crisis Communications Solutions”
Inc. CEO Project, a leading CEO peer group and business advisory to many high-growth companies, and The Kelley Group, Intl., a leader in communication skills training, have teamed together with the producers of Laurence Fishburne’s “Behind the Scenes” show to create a...
The Kelley Group Announces Launch of Coaching Certification and Kelley Group Partners Programs
For the first time in its 30-year history, The Kelley Group, Intl. is offering a coaching certification program for business professionals and entrepreneurs. Participants in this unique program will learn proven techniques for running a successful coaching and...
Crisis Communication Training for the New Virtual Wholesaler and Product Specialist
One of the first lines of support for financial advisor during a crisis is the wholesaler. These professionals represent the product firms in saying “We’re here for you.” They’ve developed relationships with advisors and are concerned with reaching out to them during...
