In the Media
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...
The Kelley Group Offers Free “Attack the Coronavirus” Teleseminar Wall Street’s Gift to Main Street During a Crisis
As coronavirus hysteria spreads across the country, people have been forced to eliminate many of their day-to-day activities. Shopping is limited, entertainment events have been canceled, schools are closed, and hospitals are preparing for worse case scenarios. ...
How Can FAs Console Clients Amidst a Falling Market? Four Key Communication Skills for a Highly Effective Conversation
[Los Angeles, CA, March 2, 2020] As the coronavirus continues to spread, airports have been shut down and trade with highly impacted countries has been halted. All of this has led to investor unrest. While now is the time for client handholding, many advisors are...
Crisis Communication for Alleviating Client Concerns During A Market Downturn
As the coronavirus continues to spread, airports have been shut down and trade with highly impacted countries has been halted. All of this has led to investor unrest. While now is the time for client handholding, many advisors are scurrying to develop and deliver an...
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...