LOS ANGELES (PRWEB) December 08, 2017
The Kelley Group, the financial services industry's leading provider of speaking, coaching, training and strategic communication services to elite advisers and senior managers, announced today the release of its client acquisition manifesto entitled “Reversing the Deal Flow: The Secret to Prospects Calling You to Become Clients."
In the book, Sarano Kelley, partner and co-founder of The Kelley Group, articulates the 34 key steps in the secret to reversing the deal flow that have been led for over a decade as an exclusive elite adviser coaching program. For the first time in over a decade, this valuable information about client acquisition is now available to all financial advisers. Published on December 8, the book will be available exclusively at http://www.thekelleygroup.net.
"Until now, this information was only available to the largest producers at a cost of tens of thousands of dollars per team member,” stated Kelley. “It’s our goal to help support the industry in its need to refocus advisers on client acquisition and the key object of this book is to share this confidential process with as many advisers as possible.”
Kelley, who is highly recognized in the industry for producing results with his breakthrough process "The Game"--featured on ABC TV and VH1—is one of the industry’s leading trainers in high demand by the largest advisory firms on Wall Street.
Additionally, The Kelley Group is launching a client acquisition challenge to the industry with a set of 34 webinars that will kick-off in February 2018 and that were conceived to give advisers the jump start that they need to get back in the client acquisition game. With 30 years of experience and speaking before well over 250,000 financial advisers The Kelley Group is keenly aware of the need of many firms to focus their advisers on growth after years of focusing on recruiting. The Kelley Group has also published one of the few books on recruiting communications skills for managers available in the industry and titled “The Recruiting Conundrum.”
“The great thing about so many advisers becoming fee based and forming teams is that they have more time for business development. However, not having prospected seriously for years, the need to manage a team, adhere to DOL rules and handle numerous other tasks has severely impaired their ability to focus on client acquisition,” said Brooke Kelley, co-founder and president of The Kelley Group, book co-author and a long-time coach for the nation’s largest producers. She has designed thousands of curriculums for advisers on Barron's 1000 list to give them the edge over the competition in many challenging client and prospecting situations.
The release of "Reversing the Deal Flow, The Secret to Prospects Calling You to Become Clients," coincides with the Christmas Holiday and New Year, a period of time when many advisers are reflecting and formulating their objectives for 2018. The book, which will be released on December 8th after over a decade of development, contains 34 steps and the exact sequence needed to "Reverse the Deal Flow.” It also features hundreds of lines of dialogue showing advisers the power of unique professional approach to authentic communication.
"We believe that the greatest gift we can give to advisers is teaching them how to master client acquisition, truly a gift that keeps on giving," declared Brooke Kelley.
Financial advisers interested in making their client acquisition resolution, can find additional information at http://www.thekelleygroup.net.
About The Kelley Group
The Kelley Group is the financial services industry's leading provider of speaking, top-ranked coaching, and world-class training to elite advisers and senior managers at premier North American financial institutions. It is known for its breakthrough results-producing known as "The Game," used extensively by the largest advisory firms on Wall Street and featured in two television programs on ABC TV and VH1. Co-founder Sarano Kelley was rated as the number one speaker for several years running at the Securities Industry Association Wharton School of Business leadership program and co-founder Brooke Kelley, has coached thousands of advisers on the Barron's 1000 list to give them the edge over their competition. The firm is also committed to 'Stand Up for Financial Literacy,' an industry-wide campaign promoting economic education for all of America's youth. For more information, visit http://www.thekelleygroup.net