Sarano Kelley International (SKI) is a leading coaching and consulting firm to the financial services industry with a focus on increasing the profitability and productivity of firms and professionals in the industry. By assisting industry professionals in evolving their client bases to increase both long-and short-term financial success, SKI positively impacts the loyalty of all relationships in the industry. This leads to reduced turnover, higher client retention, and increased profits for all the industry’s stakeholders.

Producing results while honoring the human capital

Vision – To be a catalyst for a profound shift in the financial services industry. SKI’s focus on producing results and revenue is designed to honor the industry’s professionals and its clients.

Mission – To deliver The Game technology and team coaching to the financial services industry, which will promote the process of creating “advocates”—or clients who engage with financial service professionals as partners. SKI’s work will underscore the fact that having loyal customers, employees, and stakeholders is best for the long-term economics of the business—and often the short-term economics as well.

We help #2 or #3 competitors become #1

While SKI works with corporations in many industries, the firm’s ideal clients are top-producing financial professionals at any size firm, including solo practitioners. Additionally, SKI’s clients—regardless of their current and past success and regardless of their actual positioning in the market—have the entrepreneurial attitude of hungry #2 or #3 competitors who have the #1 spot in their sights.

SKI’s ideal clients are among the best. And they want to become even better.

Increasing the profitability of the firm, the productivity of the professional… Deeper, more loyal relationships for all

Firms that choose to work with SKI see an increase in their company’s overall profitability from three primary sources:

• Increased retention of top-producing professionals – “Firm hopping” among top-producing financial professionals is costly to the industry. Companies pay signing bonuses during the recruiting process, while firm hopping causes a breakdown in client relationships and a lack of mentorship for junior professionals. Retaining top-producing professionals provides a more sustainable growth model for firms.
• Higher grossing professionals – This investment in the development of professionals is returned in direct, bottom-line impact that is hundreds—and sometime thousands—of times over.
• Successful implementation of corporate initiatives – By leveraging the tools, systems, and coaching offered by SKI, firms increase the rate at which their corporate initiatives are successfully executed throughout their companies.

Financial services professionals who choose to work with SKI will develop a number of capabilities from which they will benefit tremendously.

They will:

• Cut through the clutter of sales activities, and realize which of their clients represent ideal relationships.
• Create meaningful partnerships with those clients, who will in turn be inspired to become “advocates,” helping the financial services professional identify other ideal clients with whom to establish relationships.
• Balance their time so that they may give their best to their highest-quality relationships.

The benefit these professionals receive is measured by:

• Higher client retention – With the prioritization of clients, key clients will get the attention they deserve. Additionally, as the top professionals stay with their firms longer, clients do not get lost in the shuffle and become more loyal.
• Evolving quality of client base – As professionals establish partnership/relationships with theirkey clients, more of their client base becomes high quality, loyal, and profitable.
• Increased productivity – Improved client relationships and disciplined sales efforts result in dramatic increases in productivity in relatively short periods of time.

Having a progression of impact

• Keynote addresses – At conferences and other major events, SKI professionals deliver keynote addresses that inspire and compel audience members to take action. This sense of motivation among audience members, who are challenged to change the way they think about their daily activities, persists over time—well after the keynote address itself.
• The Game and coaching – Working with groups of individuals or existing teams of senior professionals within a company, SKI provides structure and accountability such that motivation is sustained and accelerated. Clients produce more significant results in 90 days than they have over much more extended periods of time.
• Replication and extension tools – The Game’s results can be replicated and extended. SKI works with companies to develop tools and structures that allow results to be transferred throughout the organization. These tools can be applied—and executed on a regular basis—to other corporate initiatives that lack accountability at the front line.

The Game is about habitually stretching beyond known limits, bringing focus and action to challenges, transition, and new initiatives

In The Game, players are trained to create challenges that stretch them beyond their comfort zone, effectively blocking the all-too-familiar “path of least resistance.” By applying the principles of The Game—a 90-day deadline, rules, prizes, consequences, and accountability—they are forced to design habits that allow them to meet those challenges, often producing extraordinary results.

While Games are customized for companies, there are six standard Games available for individuals. These build upon each other. Earlier Games focus on building the players’ skills to produce results. As players participate in more advanced Games, they shift their focus to effecting results in increasingly expansive spheres of influence.