Kelley Group's Sarano & Brooke Kelley Unveil Financial Services Industry's First Book On Advisor Recruiting

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How-to Manual for Branch and Recruiting Managers at Leading Financial Institutions

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Currently, other than coaching and training sessions, there are no recruiting tools available to branch managers. Consequently, we decided to write this book to fill this gap.

Sarano & Brooke Kelley, founders of Kelley Group, announced the launch of their book Recruiting Conundrum—A Consistent, Disciplined Approach to Attracting Top Talent The book—the first ever published on financial advisor recruiting—takes an insightful look at the challenges faced by branch and recruiting managers at leading financial services institutions in hiring talent.

Published by High 5 Communications, the book is now available at

The book was conceived and written with the specific mission of educating recruiting managers at wirehouses, wealth management and broker/dealer firms. Throughout its sixteen chapters, the authors provide clear, logical and unbiased guidelines, as well as resources, tools, knowledge and guidance on how to effectively attract talent.

In the world of wirehouses and large wealth management firms, branch managers are tasked with recruiting talent, often a job for which they do not feel fully prepared, as their main focus and expertise is managing wealth. However, failing to attract talent can often adversely impact their career and potentially cost them their job. The key goal of this book is to make available to these professionals the first practical guide on how to overcome the recruiting challenge.

This timely and practical guide doesn’t just explain why hiring talent is important—it shows how. It offers to readers a clear, systematic and easy to implement process to enhance their ability to attract talent. In Recruiting Conundrum—A Consistent, Disciplined Approach to Attracting Top Talent, Sarano and Brooke Kelley share their extensive body of knowledge and the results of countless hours of extensive research, training and coaching of elite branch managers at premiere wirehouses and wealth management firms. The result is a clear, systematic and applicable model easy to implement by any manager who is seriously committed to enhance their talent recruiting process.

“When we conduct coaching and training session to elite advisors at premier institutions in North America, theory is not what our audiences are seeking,” says Sarano Kelley. “They want to know how to excel at recruiting talent, what strategies, tactics, communication style, approach will empower them to experience the greatest impact.”

“Currently, other than coaching and training sessions, there are no recruiting tools available to branch managers. We clearly saw this need in the marketplace. Consequently, we decided to write this book to fill this gap and shine a light on the different recruitment stages and present real-world application of effective recruiting strategies. Rather than just a book, this is a how-to manual filled with the answers, information and practical guidance advisors need to succeed in a highly-competitive and increasingly complex industry,” Kelley concluded.

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 advisors and senior managers at premier North American financial institutions. The firm features a cadre industry experts in specific disciplines within the financial services industry: Chris Dungworth & Roseann (Ro) Morrison Managing Partners at Ro Morrison & Associates, a concierge speakers bureau; Claudio Pannunzio, President, I-Impact Group, Inc., a strategic marketing communications consultancy; and Laura Virili, Principal, Laura Virili, LLC, a social media consultant. The firm is also a champion of financial literacy with its Stand Up for Financial Literacy Program. For more information, visit

About the Editor
High 5 Communications, LLC specializes in book publishing for the financial services industry. It provides the services required to help industry experts publish a professional book that will educate clients and prospect, as well as enhance their marketing efforts. Services include writing, editing, proofreading, design and layout. A 16-week coaching program is available for first-time authors. For additional information, visit

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Claudio Pannunzio