Deal flow

The Kelley Group Releases Newly Revised Book, "The Recruiting Conundrum," to Address Challenges Managers Face When Recruiting Top Talents

Retrieved on: 
Wednesday, November 30, 2022

LOS ANGELES, Nov. 30, 2022 /PRNewswire/ -- The Kelley Group, Intl., a leading provider of training and coaching to the financial services industry, announces the re-release of the financial industry's only book on recruiting, The Recruiting Conundrum: A Consistent, Disciplined Approach to Attract Top Talent. This updated version, authored by The Kelley Group co-founders, Sarano and Brooke Kelley, provides a step-by-step guide to help managers identify and recruit top advisors to their firm in today's challenging environment. To purchase the book, which is now available, click here. 

Key Points: 
  • As a bonus, they'll be giving free print copies of The Recruiting Conundrum, signed by both authors, to the first 25 managers who register for the event.
  • The Recruiting Conundrum provides a proven process for identifying and engaging key ambassadors who are eager to refer prime candidates.
  • Using the methodology featured in The Recruiting Conundrum, the results, on average, showed:
    An 802% increase in established advocates who referred recruiting candidates to the managers.
  • "The most astute and successful recruiting managers know they can no longer rely on traditional methods to reach advisors," said Sarano Kelley.

Healthcare and Medical Leaders Gather to Shape the Future of Global Health

Retrieved on: 
Friday, November 11, 2022

Dr Peter K N Lam, Chairman of the HKTDC, said, "The importance of the medical and healthcare sector to the global economy cannot be overstated, especially during the past three years.

Key Points: 
  • Dr Peter K N Lam, Chairman of the HKTDC, said, "The importance of the medical and healthcare sector to the global economy cannot be overstated, especially during the past three years.
  • As markets across the world gradually recover from the fallout of the pandemic, the health crisis needs to be tackled in tandem.
  • The Summit featured more than 80 speakers, including healthcare officials and members from international organisations, scientists and medical experts, investors, business leaders, financial specialists and service providers.
  • The Medical Fair is co-organised by the Hong Kong Medical and Healthcare Device Industries Association (HKMHDIA).

The Kelley Group Announces 2023 Kickoff Program: "Authentic Communication"

Retrieved on: 
Thursday, November 10, 2022

LOS ANGELES, Nov. 10, 2022 /PRNewswire/ -- On the heels of its North American tour, The Kelley Group, Intl., a leading provider of training and coaching to the financial services industry, announces its 2023 kickoff program, Authentic Communication, to help educate financial professionals so that they can effectively and professionally communicate with their clients using a plethora of communication tools available to them, amid a new era of hybrid communication. Financial organization interested in The Kelley's Group Authentic Communication program can email [email protected].

Key Points: 
  • said Sarano Kelley, co-founder of The Kelley Group.
  • The Kelley Group has successfully trained thousands of advisors on the fine art of authentic communication.
  • To learn more about this innovative program, and to ensure your advisors kickoff 2023 with a bang, email [email protected] .
  • The Kelley Group was also named to ThinkAdvisor's 2022 LUMINARIES class for the "Thought Leadership and Education" category.For more information, visit http://www.thekelleygroup.net .

Sustainable Composites Appoints Donald G. Morrison as New CEO

Retrieved on: 
Thursday, October 20, 2022

LANCASTER, Pa., Oct. 20, 2022 /PRNewswire/ -- Sustainable Composites, a company that upcycles leather scrap into a material called Enspire Leather that can be utilized as new leather, today announced the appointment of Donald G. Morrison to serve as CEO. Morrison has extensive business development experience including serving as CEO of American Eagle Outfitters, which grew from a single store to 165 locations under his leadership.

Key Points: 
  • LANCASTER, Pa., Oct. 20, 2022 /PRNewswire/ --Sustainable Composites, a company that upcycles leather scrap into a material called Enspire Leather that can be utilized as new leather, today announced the appointment of Donald G. Morrison to serve as CEO.
  • Morrison has extensive business development experience including serving as CEO of American Eagle Outfitters, which grew from a single store to 165 locations under his leadership.
  • Morrison also has been instrumental in the growth of several other startups and has led multiple turnaround situations.
  • Sustainable Composites has developed a unique way to upcycle leather waste scrap into a leather material that can be finished and used as new leather.

The Kelley Group Announces North American Speaking Tour "Return: Back to the Future"

Retrieved on: 
Thursday, September 22, 2022

LOS ANGELES, Sept. 22, 2022 /PRNewswire/ -- The Kelley Group, Intl., a leading provider of training and coaching to the financial services industry, announces the launch of its fall 2022 North American speaking tour, an industry-wide event hosted by co-founders Sarano and Brooke Kelley. Several of Wall Street's largest firms have already reserved dates for the multi-city tour, which currently includes engagements in Washington DC, Boston, New York City, Philadelphia, Boston, Chicago, Dallas, San Diego and Los Angeles. Financial firms interested in attending The Kelley Group's North American tour can visit: www.TheKelleyGroup.net/speaking-tour/.

Key Points: 
  • LOS ANGELES, Sept. 22, 2022 /PRNewswire/ -- The Kelley Group, Intl., a leading provider of training and coaching to the financial services industry, announces the launch of its fall 2022 North American speaking tour, an industry-wide event hosted by co-founders Sarano and Brooke Kelley.
  • Financial firms interested in attending The Kelley Group's North American tour can visit: www.TheKelleyGroup.net/speaking-tour/ .
  • To learn more about how The Kelley Group's North American tour can benefit your financial organization, visit: www.TheKelleyGroup.net/speaking-tour/ .
  • The Kelley Group was also named to ThinkAdvisor's 2022 LUMINARIES class for the "Thought Leadership and Education" category.For more information, visit http://www.thekelleygroup.net .

The Kelley Group Named to ThinkAdvisor's LUMINARIES Class of 2022

Retrieved on: 
Thursday, August 4, 2022

LOS ANGELES, Aug. 4, 2022 /PRNewswire/ -- The Kelley Group, a leading provider of training and coaching to the financial services industry, has been named to ThinkAdvisor's LUMINARIES Class of 2022 for the "Thought Leadership and Education" category. The award is designed to recognize firms making outstanding efforts to better understand and train new and existing industry participants. Honored for its unique training programs, The Kelley Group utilizes role-play scenarios and homework assignments to reinforce the skills taught during training sessions. The firm's accountability and statistical tracking systems also provide the motivation participants need to integrate the skills they learn into their daily activities.

Key Points: 
  • The Kelley Grouphonored for their thought leadership, education and impact in driving the wealth, investment and retirement industry forward
    LOS ANGELES, Aug. 4, 2022 /PRNewswire/ -- The Kelley Group, a leading provider of training and coaching to the financial services industry, has been named to ThinkAdvisor's LUMINARIES Class of 2022 for the "Thought Leadership and Education" category.
  • Honored for its unique training programs, The Kelley Group utilizes role-play scenarios and homework assignments to reinforce the skills taught during training sessions.
  • "We consider it a great honor to be deemed a finalist for this year's LUMINARIES," said Sarano Kelley, co-founder of The Kelley Group.
  • "To be recognized by ThinkAdvisor for our work reaffirms that our approach to business development is filling a much-needed gap in our industry," added Brooke Kelley, co-founder of The Kelley Group.

Utah's Breaks Financial Transaction Value Record for Second Year in a Row, According to MountainWest Capital Network Report

Retrieved on: 
Wednesday, May 18, 2022

SALT LAKE CITY, May 18, 2022 /PRNewswire/ -- Utah's financial market transactions reached a record-high value for the second year in a row, according to MountainWest Capital Network's (MWCN) annual Deal Flow Report, released today. Now in its 27th year, MWCN's Deal Flow Report is Utah's only in-depth analysis of the equity-related financial transactions – including mergers and acquisitions, public deals and private placements – that shaped the state's business environment in 2021.

Key Points: 
  • The total value of Utah's equity transactions was the highest on record, while the number of deals rebounded from lows in 2020.
  • SALT LAKE CITY, May 18, 2022 /PRNewswire/ -- Utah's financial market transactions reached a record-high value for the second year in a row, according to MountainWest Capital Network's (MWCN) annual Deal Flow Report, released today.
  • This was a significant jump from the previous record of $26.4 billion in 2020 and $25.1 billion in 2019.
  • MountainWest Capital Network is Utah's first and largest business networking organization devoted to supporting entrepreneurial success and dedicated to the flow of financial, entrepreneurial and intellectual capital.

New Study Finds Managers Who Recruit Can Substantially Increase Effectiveness with a Relationship-based Training Approach

Retrieved on: 
Wednesday, March 9, 2022

The study results showed that with a relationship-based training approach, combined with training and coaching, managers could substantially increase the number of possible recruits in their pipeline.

Key Points: 
  • The study results showed that with a relationship-based training approach, combined with training and coaching, managers could substantially increase the number of possible recruits in their pipeline.
  • Amid the pandemic, branch or agency managers at top financial firms have found it challenging to recruit top talent.
  • Through this study, we found that a relationship-based approach is most efficient for identifying and recruiting the right advisors for their firm."
  • CLICK HERE to download The Impact of Coaching and Training on the Manager's Ability to Recruit Top Talents study.

The Kelley Group Seeks 'Wholesaler' Study Participants to Gauge Effect of Pandemic on Financial Services' Asset Management Community

Retrieved on: 
Wednesday, January 19, 2022

"The asset management community, and specifically wholesalers whose livelihoods are directly tied to their ability to meet with current and prospective advisor-clients, have been at a severe disadvantage during the pandemic," says Sarano Kelley, co-founder of The Kelley Group.

Key Points: 
  • "The asset management community, and specifically wholesalers whose livelihoods are directly tied to their ability to meet with current and prospective advisor-clients, have been at a severe disadvantage during the pandemic," says Sarano Kelley, co-founder of The Kelley Group.
  • "Although some financial advisors have returned to their offices, wholesalers still find face-to-face events limited and virtual communication challenging."
  • To qualify for the study, participants must currently work for an asset management firm in the role of wholesaler and in the capacity of business-to-business sales of their firms' asset management offerings and have ten years of related experience.
  • "While the financial industry focused on business-to-client communication, the b-to-b sales force was and continues to be, largely underserved.

Study Finds that Even the Most Seasoned of Financial Advisors Can Capture Double-Digit Growth Through Training, Coaching and Accountability

Retrieved on: 
Thursday, August 26, 2021

The results of the study were conclusive as participants averaged double-digit percentage growth in client acquisition and subsequent new assets for management.

Key Points: 
  • The results of the study were conclusive as participants averaged double-digit percentage growth in client acquisition and subsequent new assets for management.
  • "When posed with a new challenge to overcome, innovation and application are key," said Brooke Kelley, co-founder of the Kelley Group and co-organizer of the study.
  • Inthestudy, 15 seasoned financial advisors were sampled from the 270 who qualified.
  • Accountability is the key to reaching and, more importantly, maintaining, top levels of success across any industry, financial included."