Welcome to Wall Street Research Group, a dedicated resource for financial services professionals. Here, we conduct research, surveys and poles to provide you with the latest trends and statistics for the rapidly evolving financial landscape. The information we gather becomes the basis for The Kelley Group training and coaching programs for financial professionals and is key to helping you consistently outperform your competition.
Financial Advisors
…who integrate the knowledge gained from our comprehensive research into their practice, can enhance their decision-making abilities, identify opportunities, manage risks, build trust, benchmark performance, continue learning, and strengthen client relationships. By identifying the underperforming areas in their practices, they are able give their attention to where it is most needed. This proven approach to business growth and development leads to a better outcome for both advisors and their clients.
Financial Leaders
& Recruiters
… can use our research to stay current with industry changes, enhance recruitment and leadership skills, optimize talent management, leverage new technologies such as The Kelley Group’s AI Education program, improve strategic planning, build professional credibility, foster a learning culture, and expand their professional networks. Wall Street Research Group provides insights and solutions to ensure financial leaders remain effective, innovative, and competitive in the dynamic financial sector.
A Firm You Can Trust
Our research explores current trends and challenges professionals in our industry face by tapping into the extensive knowledge and experiences of financial advisors and industry thought-leaders, both inside and outside the financial services industry. We pride ourselves in providing a collaborative approach to our studies that allows us to dissect topics through the lens of multiple resources.
Empowering Financial
Services Professionals
At Wall Street Research Group, we are committed to empowering financial services professionals with the insights and tools needed to excel in a dynamic industry. Trust us to be your partner in navigating the complexities of the financial world.
SELECT TO RECEIVE OUR MOST CURRENT WHITE PAPERS:
MEET YOUR DEDICATED TEAM
Wall Street Research Group is composed of a core team of The Kelley Group (TKG) members, including:
Brooke Kelley
Brooke is chair of Wall Street Research Group and co-founder and CEO of The Kelley Group. A member of the Forbes Coaches Council, she is highly regarded as one of the most influential forces in the financial service industry with over 15 years of expertise as a strategic communication management professional, business leader, coach, author, speaker, and consultant. Brooke has the innate ability to deeply understand the most successful individuals in the industry and to propel them to even higher levels of achievement in life and business.
A world-renowned financial services leader for two decades, she has coached executives listed to Forbes’s and Barron’s Top 50 as well as Senior Leaders for all the major wirehouses. Brooke was nominated to the 2022 Thought Leadership Luminaries award and Inc’s Top 100 Female Founders.
Jay Beaulieu
Jay is a seasoned professional with a diverse background in financial services and organizational psychology. He provides executive skills training to rising leaders at prominent asset management firms and investment banks with a focus on interpersonal communication and relationship development.
Jay is an iPEC Certified Professional Coach (CPC), and a certified COR.E Leadership Dynamics™ Specialist (CLDS). With a MS in Organizational Psychology from the University of Southern California (2019), Coach Beaulieu focuses on building workplace culture and driving employee engagement. His graduate research proposed a customer-centric approach to building cross-functional cohesion across sales, marketing, and product divisions in startup environments.
Brooke Tjarks
As a trained executive assessor, Brooke utilizes a multi-method approach in both executive assessments and executive coaching, which includes drawing insights from cognitive and personality testing (psychometrics).
Brooke holds BS and MBA degrees from Pepperdine University, as well as a research-based masters from Harvard. Her impressive career includes providing talent strategy consulting for various financial sectors, including banking, financial services, and investment management (assets managers, PE and VC). She has worked for numerous consulting firms, including Spencer Stuart, one of the world’s leading global executive search and leadership consulting firms.