Executive Transformations, Inc
Executive Transformations, Inc
Blog Article

New blog articles detected.

  • Build Your Influence Infrastructure Today To Reach Bigger Money Tomorrow
    In the age of do-not-call lists and the inevitable demise of cold-calling, networking has become an increasingly more important prospecting tool for advisors.  Unfortunately, the results advisors see from various networking groups is mixed at best. Some of this is due to advisors joining these groups with no structured plan for engagement. However, much ofRead More >
Executive Transformations, Inc
Executive Transformations, Inc
Blog Article

New blog articles detected.

  • Are You Getting The Referrals You Want, Need & Expect?
    Many advisors are of the mindset that if they just do a great job for their clients, the referral floodgates will miraculously open and a steady stream of referrals will come pouring in. Unfortunately, this is what we call “urban legend.” Every financial advisor recognizes that the key to a thriving, quality business is referrals.  Yet,Read More >
Executive Transformations, Inc
Executive Transformations, Inc
Blog Article

New blog articles detected.

  • 3 Qualities Of An “Asset Whisperer”
    If you’re a dog person at all, you’ve probably heard of Cesar Millan, the Dog Whisperer.  Cesar’s philosophy with dog owners is very simple. To have a balanced dog and life, you must be calm, assertive and remain the pack leader at all times.   As I was browsing through some of his articles, itRead More >
  • 4 Steps To Quickly Build Your Warm Pipeline In A Weekend
    Consistently working to build your pipeline seems like an obvious and necessary step to growing your business.  However, many advisors have a pipeline that can be best described as sparse to non-existent. Every advisor would agree that warm is always better than cold. Begin by leveraging what you already have first to build your warmRead More >
Executive Transformations, Inc
Executive Transformations, Inc
Blog Article

New blog articles detected.

  • Prospect to Client Shortcut: The 98 Day Prospect Experience
    Prospecting is like dating. To succeed and reach your desired outcome (whatever that may be) as quickly as possible, you try to make each date special. To reach your desired outcome in prospecting, aim to make each touch special. Just like in dating, prospecting is a time when both you and your prospect are tryingRead More >
Executive Transformations, Inc
Executive Transformations, Inc
Blog Article

New blog articles detected.

  • Don’t Make This Business Planning Mistake In 2017
    It’s 2017 and by this time, you’ve probably participated to a great or lesser extent, in that annual ritual we call business planning.  The exercise usually takes one of two forms.  For some, it’s more of a casual process—jotting down some production goals, asset goals and perhaps even a vague marketing plan you’ll implement atRead More >
  • The Touch That Gets Clients Talking About You
    Horsesmouth Editor’s Note:  For the last 10 years, Horsesmouth has been bringing their readers the Top 10 most popular articles of the year during the holiday season. From more than 500 articles published in 2016, advisors rated this article as the #3 article of the year.  At Executive Transformations, we believe the ability to leverageRead More >
  • How to Talk to Clients about DOL
    The Department of Labor’s fiduciary rule has advisor stress levels rising daily.  I’m often asked by advisors what exactly they should be saying to clients in regards to the DOL ruling.  In response, I developed the following verbiage for addressing DOL with clients.  Modify it to fit you, your clients and your own style. I would suggestRead More >
Executive Transformations, Inc
Executive Transformations, Inc
Blog Article

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