The Kelley Group

is expanding the industry’s understanding of how an advisor successfully goes from being a solo practitioner to creating a team that runs the business like a well-oiled machine to a top-performing Mega Team™.

The Mega Teams Study and Diagnostic is born out of three decades of already existing data and research collected by The Kelley Group and includes the hands-on experience of TKG’s certified coaches who have worked extensively with teams of all sizes. The Study is the basis for the industry’s first and only book written on this topic:

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About the study...

Mega Teams™ is a growing phenomenon in the financial services industry with some firms reporting more than 77% of their advisors work on a team, and 10% of those advisors are part of a Mega Team™.

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TO BETTER SERVICE

the quickly expanding number of teams in the industry, The Kelley Group is conducting one of the most comprehensive and detailed studies that track the evolution from solo practitioner to Mega Team. The study covers seven divisions that are the “blueprint” for the design of the “ideal advisory practice”. These divisions are vital to the success of an advisory practice, including Structure, Client Acquisition, Branding & Marketing, Client Services and more.

Learn how you and those who support you can evolve your practice to stand among elite teams.

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TKG’s MEGA TEAM DIAGNOSTIC: From Solo Practitioner to a High-Performance Mega Team

This revolutionary Diagnostic will evaluate your team’s strengths and weaknesses in seven important areas of business growth and development and team performance.

Completing the diagnostic will allow you to experience the blueprint for the ideal advisory practice common to all financial advisory businesses. The questions represent the ideal practice designed for expansion and your answers will show you the current state of your practice. The key is with the exact data of what are the ideal and current states of your practice the diagnostic will calculate what is the single greatest area of weakness in your business.

While many teams and solo practitioners make great efforts to improve and advance themselves unfortunately without having the ideal scene, the current scene, and the greatest point of departure between the two they are often guilty of “doing the right thing but in the wrong order, which is still the wrong thing”.

To understand this one-of-a-kind, breakthrough process we recommend you read the “Weaponizing the Mega Team” preview and encourage EVERY team member to take this complimentary Diagnostic.

Once completed, the results will be automatically calculated, and a custom report will be generated.

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Since 1985 The Kelley Group, has been studying teams and has facilitated the success of many of the largest teams in the industry, from solo practitioners to high-performance Mega Teams. Many Forbes and Barron’s advisers have experienced the work of The Kelley Group as part of the development of their successful careers.

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Since 1985 The Kelley Group, has been studying teams and has facilitated the success of many of the largest teams in the industry, from solo practitioners to high-performance Mega Teams. Many Forbes and Barron’s advisers have experienced the work of The Kelley Group as part of the development of their successful careers.

Explore Programs

It is our responsibility

to tell teams and their leaders what they need to know which is not always what they want to hear.”

—Coach Jay Beaulieu Head of Coaching Faculty The Kelley Group

Our powerful faculty of specialists are Mega Coaching Team designed to help you achieve and exceed your business development goals. The only one of its kind in the industry. As Forbes Coaches Council Coaches, we’ve turned decades of our private work, knowledge, and experience with the industry’s largest Mega Tams into solutions that are available to the public for the first time.

Our content is designed to be executed and its success measured. For that reason, our programs come with testing by a Certified Coach of The Kelley Group, each course includes online learning, allowing you and or your team to proceed at your own pace ensuring that you master the critical content needed to take you to the next level.

Our program and your satisfaction with the results are guaranteed!

If you’re serious about running your business like a business, rather than having your business run you, then “Let’s get started!”