The Kelley Group, which has spent two decades training sales forces, claims the industry lacks a standardized, step-by-step communication process. Sarano Kelley argues that the common struggle to secure meetings is not a scheduling issue but a failure of communication strategy, asserting that consistent access relies on a repeatable discipline rather than personality.

To bridge this gap, the authors are offering a free preview of their January 2027 book, Access Granted: Mastering the Discipline of Financial Wholesaling. By completing a ten-minute survey, participants receive a complimentary copy of the final manuscript upon release. Brooke Kelley notes that this book serves as the inaugural project for the Wholesaler Research Institute, which intends to continue providing research and training development for professionals across all product categories.