Kelley has been a successful investment professional,
retirement planner and speaker for over a decade. Lecturing to
groups large and small, originally her presentations addressed
hard-line financial issues such as investment, tax, financial,
estate and retirement planning. During her speaking years, she
realized that her role as an educator was similar to that of an
architect designing a large office tower. Would you start your
plans for building such a tower with deciding on the doors and
windows? Of course not. Kelley found that her previous education
topics, albeit important, focused on an individual’s “doors and
windows,” and determined that most participants needed foundational
financial planning, and brought her talks back to the basics. Early
in her career she began to study the underlying principles of
wealth. Her continuous research was first taught in her stunningly
effective Prosperity Factor courses. Now, for the first time, these
principles and strategies have been captured in her first book,
The Prosperity Factor; a fun, practical guide to the psychology
of money.
At
the young age of 21, Kelley Keehn was already overseeing $300
million dollars in assets for one of Canada’s international banks.
Her innovative training programs and strategies were taught to each
branch manager along with other bank staff. In essence, she was the
Professor who taught some of the most leading-edge strategies to
senior staff. Kelley personally advised clients with portfolios
ranging from half a million to over ten million dollars. Kelley has
been responsible for training the branch staff at two major Canadian
financial institutions.
Wanting more, Kelley opened Keehn Financial in the year 2000.
During her years at the banks, Kelley had become disenchanted with
their two-tiered approach. She vowed that she would offer the same
advanced strategies to people from all walks of life, thus giving
all of her clients an equal opportunity to build for their futures.
Her clients appreciated the peace of mind that came from knowing
that their goals and dreams were her top priority. In the summer of
2005, Kelley merged Keehn Financial with Taylor Financial Group.
Kelley’s first book, The Prosperity Factor was released in
March of 2005 and within a month, reached the Edmonton Journal’s top
sellers list. Her second book, The Woman’s Guide to Money,
will be nationally released in March of 2006. She is currently
working on a series of books that will be available in late 2006.
In her books and courses, she teaches individuals and financial
professionals how to solve money problems with a two-part system.
First, an introspective look at how a person views money and their
emotional attitudes towards it. Second, she takes readers and
course participants through a series of fun and effective money and
banking games that can be played for a lifetime of financial ease.
In
addition to writing, Kelley now coaches and educates financial
professionals on the principles of “foundational financial
planning”. Kelley has received hundreds of thousands of dollars of
free press coverage and has developed a workshop for financial
professionals that teaches them the secrets of building credibility
using the untapped resources of the press.
Kelley is a member of CIEPS (Canadian Initiative for Elder Planning
Studies) and has recently be asked to join the faculty of the EPC
(Elder Planning Counselor) program. You can find her lecturing
across Canada with CIEPS and with their advanced seminar company,
Pro-seminars.
Kelley is a regular columnist with Alberta Husband and Wife
Magazine, The Edmonton Chamber of Commerce News and is a regular
guest on television and radio shows across Canada.
Kelley has been nominated for the Global Television’s Woman of
Vision, the YWCA Woman of Distinction Award and the Rotman’s Woman
Entrepreneur of the Year Award, is a board member of the Edmonton
Apartment Association and dedicates countless hours of her time to
charitable efforts.