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Sarano Kelley

Challenging Financial Professionals to Break Through Performance Barriers in their Professional & Personal lives

Sarano Kelley helps organizations discover immediate, innovative and actionable steps that will turn adversity into an advantage.

For more than two decades, Sarano Kelley has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry.

Sarano’s unique philosophy of training, coaching and accountability has been called “the perfect trifecta.” Whether retained to conduct a 45-to 90-minute keynote presentation or a half-day to two-day corporate training session, Sarano can institutionalize initial results through the use of the “accountability-based coaching” found in The Game.

Sarano is more than just a ‘shot in the arm’ for your organization. Whatever your corporate challenge, his message and vibrant delivery, quickly align the disparate attitudes in your organization, spurring new levels of productivity through a focus on proven principles and methods.

His Vision

A better-than-ever financial services industry influenced in large part by The Kelley Group’s paradigm-shifting focus on RESULTS and REVENUE, a positive shift designed to honor and support the financial services industry’s leaders, professionals and their clients.

His Mission

To deliver world-class training to the financial services industry through The Game technology, thereby helping financial advisors realize substantial increases in their production, expertise, communication skills, and experience profound improvement in the areas of their personal lives that matter most.

Keynotes

In his keynote speeches, Sarano not only customizes his content to the challenges and goals of your organization, but he also shows participants how to create and welcome challenges in their work and personal lives.

  • The Game: Double Your Productivity in 90 Days
  • The Firm: Transform Your Practice into a Business
  • Reframes: The Art of Overcoming Resistance and Handling Objections
  • The Referral Game: 90 Days to Limitless Prospects
  • Beyond Prospecting: Reversing the Deal Flow
  • Special Customized Keynote Topics (contact us for further details)

Training

The Kelley Group offers the following training programs which can be customized to your organization’s goals:

  • Presentation Skills: Beyond Communication to Conviction
  • Goals-Driven Selling: From Financial Advisor to Wealth Advisor
  • Social Networking Skills: Artfully Turning Social Interactions into Business Development Opportunities

Coaching

  • Corporate Training – Results That Stick
  • The 90-Day Game
  • The 18-Month Elite Advisor Training Program
  • The Recruiting Trainer
Array

Over the last four days I have spoken to dozens of our FAs (financial advisors). The theme is the same, from FAs with 30 years of experience to 30 days of experience: it was the best conference they have attended and the impact of your presentation was remarkable.”
Jeff Durkee, Director, southern division, Legg Mason

“I was able to increase my production, gain balance in my life and attract the type of client that I enjoy working with. I truly live a more complete and fuller life thanks to participating with Sarano Kelley.”
Morgan Stanley financial advisor

During my 90 day game being coached by Sarano, I was able to bring in 300 referrals in just 90 days while handling some personal challenges that would have otherwise devastated me and anyone else in my position. Over the 18 months time that I worked with Sarano, I watched my production go from $1.7 to $2.4 million.

I told senior management that I was going to start charging for plans and do $100,000 in my first year of charging.  I’ve been doing plans for years but for free.  One of the things I learned from working with Sarano is that the reason I followed thru with my commitments to him is because I had skin in the game, just like when I pay a personal trainer I tend to show up at the gym.

I called Sarano right away shared with him the goal, and he prepared me.  He is big on training, practice and coaching, something I understand very well being a former Marine. Well I didn’t reach $100,000 but in my first year charging fees for planning but I did go from $0 to $80,000 in fees charged for plans that were definitely a direct result of the training I received by Sarano.”
JesseVitagliano, $2.4 million dollar producer

A Partial List of Sarano’s Clients in the Financial Services Industry

  • AIG
  • AIG SunAmerica
  • Alliance Bernstein
  • Allstate Financial
  • American Express
  • Ameriprise Financial Services Inc.
  • AXA
  • Bank of America Investment Services Inc.
  • Charles Schwab
  • Citigroup
  • Deutsche Bank
  • Fidelity
  • Financial Planners Association
  • GAMA International
  • GE Financial Advisors
  • Genworth Financial
  • Guardian Life Insurance Company
  • HD Vest Financial Services
  • Ivy Funds
  • Jackson National Life
  • Janus
  • John Hancock
  • LPL Financial
  • Merril Lynch
  • MetLife
  • MFS
  • Morgan Stanley
  • NAIFA
  • New York Life
  • Oppenheimer
  • Pioneer Investments
  • Putnam Investments
  • Raymond James
  • RBC Wealth Management
  • Senior Market Advisor
  • Smith Barney
  • State Street Global Investments
  • Sun America
  • Suntrust
  • UBS
  • Wells Fargo
  • and The White House
$10,001 to $15,000
 California
Los Angeles
Travels From:  California
City: Los Angeles

Biography

Sarano Kelley, founder of The Game and author of The Game: Win Your Life in 90 Days, grew up in a gang-infested neighborhood of Brownsville, New York. At age 16, he was accepted and began his studies as Vassar College. By the time he reached 23, he was already earning $400,000 in commissions as a Wall Street stockbroker. It was at the height of his professional success when a family tragedy occurred and Kelley lost some of his beloved family members in a sudden fire. The somber experience was the driving force behind Kelley’s journey of new beginnings where he discovered how to produce results, while achieving a life based on the principles of balance and purpose.

Kelley’s experience as a motivational speaker and life coach has allowed him to train more than 250,000 people. While serving as a media coach, Kelley trained several corporate leaders and government representatives. Because his trainees were frequently interviewed on CNN, 20/20 and 60 Minutes, it was up to Kelley to properly prepare these individuals for their public exposure. His media coaching experience also gave Kelley an opportunity to coach President Clinton’s White House Fellows, a leadership group which included Gen. Colin Powell.

For several years running now, Kelley has been rated as the number-one speaker for the Securities Industry Institute at the Wharton School of Business. Kelley has appeared on Good Morning America and his non-profit foundation teaches the same principles to schools across the nation. Additionally, his own ABC prime-time television special for children called The Game: Winning at Life likewise espouses these same successful principles and ideas.

In February 2007, Sarano won his own personal game when he married his partner in life and in business, Brooke Kelley. He is the proud father of two beautiful daughters, Georgia and Grace.

Presentations

The Game keynote presentation describes the highly successful Game Method in detail, as found in the best-selling book. Using lecture, story, humor, and self-diagnostic exercises, this session engages participants – giving them a rare chance to assess their performance in key areas. And it offers them a challenge over the following 90 days to make significant improvements – using key principles from sports and other forms of competition.

The Firm keynote presentation offers breakthrough strategies for individual advisors looking to better manage their teams and achieve maximum accountability.

Advisors learn the approaches and methods used by the highest-performing teams, including: how to assign team roles and responsibilities, how to choose a practice manager, how to discuss conflicts between senior partners, and how to hold partners accountable for initial agreements. This keynote also instructs advisors on the importance of quarterly performance reviews, and offsite team meetings, while showing how to establish an advisory board for their team.

This mesmerizing keynote teaches participants the powerful communication tactics mastered by the top 1% of advisors to overcome situations that can otherwise derail the selling process. It showcases techniques such as the “replay,” “verification,” “

It showcases techniques such as the “replay,” “verification,” “acknowledgment,” and “probe,” that cause a client or prospect to reconsider their objection or concern. The presentation also describes both the conscious and unconscious objections that make clients or prospects hesitate to move forward on important financial decisions.

This keynote produces a consistent and documented 1000% increase in referrals for advisors who use the proven process.

The presentation explains why the traditional approach to referrals often fails, and how with a better client service model and more advanced consultative dialogue skills, advisors can create new “advocate” relationships with their clients – turning them into business development partners, not mere referral sources.

This fresh approach to referrals empowers advisors to take advantage of the sea change in business development brought on by social media.

This dynamic keynote helps advisors build a “strategic network” that acts as a magnet for new business.

Participants learn the little-understood principles that make some people naturally better connected – connections that give them special advantages in business settings. Advisors learn a new step-by-step networking approach called “campaigning,” practiced by some of the industry’s largest and most profitable producers.

This groundbreaking presentation ranked #1 at the Security Industry Association’s Wharton School program for industry leadership for several years running.

Going beyond the basics, this training session helps participants take their communication skills to a higher level, tapping into their deepest convictions – the emotions that create the most powerful and memorable presentations.

Advisors will learn the key communication techniques that cause audiences of all sizes to take action – as well as the one little-known secret to successful speaking that is rarely taught in presentation skills programs.

This enlightening session shows advisors how to use an elite discovery process with clients and prospects that more deeply explores a prospect’s goals and values. Empowering advisors beyond financial planning, and into the wealth management arena, this session introduces a goals-driven conversation that positions the advisor immediately as a trusted resource, and creates a unique dynamic where the prospect closes the sale for the advisor.

Empowering advisors beyond financial planning, and into the wealth management arena, this session introduces a goals-driven conversation that positions the advisor immediately as a trusted resource, and creates a unique dynamic where the prospect closes the sale for the advisor.

This must-see training session explores the all-too-common challenge advisors face in social networking: how to turn small-talk into genuine business opportunities – without appearing pushy.

Attendees learn the real secret to not offending social contacts, and how even the most seasoned advisor can communicate more effectively in social settings – making social networking an integral part of cutting-edge prospecting.

Areas of expertise

  • Financial Services Sales Processes
  • Financial Services Best Practices
  • Recruiting
  • Accountability
  • Financial Literacy
  • Leadership
  • Work-Life Balance
  • Media Skills
© 2016 Ro Morrison & Assoc.