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Is Consultative Selling Failing to Deliver Results?
On February 27-28, 2020, The Kelley Group, Intl. will provide an extensive, two- day, Face-to-Face Selling Skills training in Santa Monica, Calif., led by best-selling authors and top-rated speakers Sarano and Brooke Kelley. LOS ANGELES, CA, February 13, 2020...
The Kelley Group Challenges Financial Professionals: Get Fit and Get Clients!
The Kelley Group Challenges Financial Professionals: Get Fit and Get Clients! The Kelley Group, creators of the industry’s leading coaching program focused on accountability, challenges professionals in the financial services industry to get fit and convert more...
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...
To Get on Track, Start Tracking
Arguably, one of the most difficult (and universal) challenges a financial advisor faces is client acquisition. It’s an ongoing process that requires constant focus and action. After all, without clients you don’t have a practice. So, where do you find prospects? How...
Has Your Resolve Dissolved?
Okay, be honest with me. How’s your 2020 New Year’s resolution working out for you? Are you still working enthusiastically toward accomplishing your goals? Or did you find that after two weeks (or maybe two days) life got busy and each day it became more difficult to...
Let’s Get to the Point: Fitness Matters
A lot of us set News Year’s resolutions only to fail within the first month. The prospect of taking on life changing tasks is often daunting. However, what if we were to look at our efforts ‘one point at a time’? Okay, let’s say you decide you are going to exercise...
Mastermind Groups: Measuring Success
In our best-selling book, The Game: Win Your Life in 90 Days, we outline a process for providing accountability and tracking progress of your goals. In our coaching programs we have participants create a practice scorecard. This is a business plan and execution...
Mastermind Groups: Giving Referrals
It’s important to understand that “giving of referrals” is not the basis of Mastermind Groups, but instead a natural occurrence as members become acquainted with each other, learn about the services and products the others offer, and overtime develop trust and...
Mastermind Groups: The COI Written Invitation
Sometimes it’s difficult to know exactly what to say when inviting COIs to participate in a Mastermind Group. To help, we’ve created a written invitation that can either be emailed or mailed to COIs, inviting them to join your Mastermind Group. Make sure you...
Mastermind Groups: A Phone Script for Inviting COIs to Participate in Your Mastermind Group
If you’ve been reading our Posts, you’ve learned what a Mastermind Group is, how to select COIs to participate and how to organize and set meeting agendas. Now it’s time to invite the COIs you want to participate. Following is a sample script you can use when calling...