The Kelley Group is a multidisciplinary marketing management and communication skills training consultancy serving exclusively the financial services industry.
Our integrated resources span the entire spectrum of financial services and are consistently leveraged to help our clients identify the most advantageous, audience-relevant messages and brand positioning that foster impact, consensus and motivation.
Clients value our team of marketing and communication experts for more than just their creative ideas. Our branding and marketing programs are conceived to positively influence our clients’ reputation and perception, aptly convey their value proposition and, ultimately, to have a positive impact on their bottom-line.
Our experienced team possesses more than a century of collective financial services industry experience. Our in-depth knowledge and expertise empower us to view problems, issues and opportunities through our client’s eyes and become their consultants of choice. We have a straightforward approach: we first listen mindfully and then formulate critical insight and strategic tactics. This gives our clients the confidence they are implementing astute decisions on how to positively influence and expand brand awareness and perception among their key audiences.
The powerful symbiosis of marketing communications expertise and sector knowledge that characterizes The Kelley Group is our most valuable asset. It makes our clients feel confident that they are partnering with a consultancy recognized by industry leaders for its proven ability to consistently align its vision with that of its clients and reliably deliver results.
Our core competencies include:
- Providing successful advisors and branch managers with innovative insights and tactics to increase asset retention, referrals and productivity
- Coaching to tap emotions that help deliver engaging, powerful and memorable presentations
- Professional communications training to help elite advisors position themselves as trusted expert sources, effectively communicate value, successfully attract and recruit talent, and generate growth
- Empowering advisors to master the art of social media engagement as a cutting edge complement to their overall marketing mix to boost client acquisition and implement recruiting best practices
- Make available to financial service organizations leading keynote speakers and experts to maximize Return On Speaker Investment at every event
- Help industry experts publish their professional books by providing writing, editing, proofreading, design and layout services, as well as first-time authors' coaching.
