Richard Weylman, CSP, CPAE
Richard has a worldwide reputation for helping clients better understand how to make the changes necessary to attract and retain new customers, as well as the right talent to elevate business performance
The Kelley Group 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
Helping financial professionals support clients experiencing death, widowhood, divorce, a serious diagnosis, aging, empty nest, retirement, and all the other major transitions of life.
Bill Walton is A Nationally-Recognized Authority on Creating Greater Value in the Seller/Customer Interaction
The DOL’s Gift to Elite Advisors. It’s time to double down on affluent marketing! Affluent clients who aren’t being serviced by an elite advisor will be asking questions of this genre to themselves, and quite likely to their friends.
Providing Financial Advisers the Tools to Anticipate & Manage Client Behavior Through Volatile Markets
A Certifed Expert in The Experience Economy Who Teaches Trust, Transparency & Engagement to Foster Closer Client Relationships.