In the Media
The Kelley Group Named to ThinkAdvisor’s LUMINARIES Class of 2022
The Kelley Group honored for their thought leadership, education and impact in driving the wealth, investment and retirement industry forward Los Angeles – July XX, 2022 – The Kelley Group, a leading provider of training and coaching to the financial services...
Overcoming The Recruitment Conundrum
Just as every prospective recruit brings a unique set of talents and skills to the table, their needs, desires and goals are just as individualized. In Part II of this series, we focused on the information-gathering process for identify the primary “hot button...
Recruitment’s Curious Conundrum
Too often, managers take the easy way out when it comes to recruiting. They skim over the credentials and then decide to “give ‘em a chance.” After hours of onboarding, training and orientation, this often results in dollars down the drain. The new recruit isn’t happy...
Tackling The Diversity Problem In Financial Services
Does the financial services industry have a diversity problem? Just ask Nick Foulks, director of communications strategy and client engagement at Great Waters Financial in Minneapolis. “The industry as a whole is struggling with the concept,” he says. As an...
Proactive Recruitment
As a manager, you face a multitude of challenges that makes bringing new blood to your firm more difficult than it has ever been. While searching through sometimes thousands of names of advisors for ones who are the right fit for your firm, and vice versa, you’re...
How to Refine Your Recruiting Skills
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. As a manager, you’re responsible for a variety of business-building activities, one of which is recruiting advisors or reps to your...
New Study Finds Managers Who Recruit Can Substantially Increase Effectiveness with a Relationship-based Training Approach
LOS ANGELES, March 9, 2022 /PRNewswire/ -- The Kelley Group, a leading provider of training and coaching to the financial services industry, announces today the results of a 4-month study, The Impact of Coaching and Training on the Manager's Ability to Recruit Top...
Building Causative Teams
Business development is the lifeblood of your organization, and yet, most financial advisory teams struggle the most when it comes to executing on this key element of their success.
But, there is one thing you can do to totally change the game for your business’s growth and start generating unparalleled revenue. That’s looking within – instead of relying on traditional marketing channels – and learning how to transform each and every one of your team members into a business development powerhouse.
‘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...
The Kelley Group Seeks ‘Wholesaler’ Study Participants to Gauge Effect of Pandemic on Financial Services’ Asset Management Community
The 12-Week Study Aims to Identify the Most Effective Sales Strategies for B-to-B Communication in a Virtual Hybrid Environment The Kelley Group, a leading provider of training and coaching to the financial services industry, is calling for participants from...
