Executive Transformations

Take control of your business. Live your potential.

Phone: 850.432.6715

You are here: Home / Learning Library

Learning Library

…The porch overlooked a massive pool with weathered stone dragons on each end spitting a slow but steady stream of water into it. The pool must have had a dark bottom because it looked more like a lake than a typical in-ground swimming pool. Behind it, I noticed the helipad where I assumed Victor caught his “rides.” Beyond that, there were rolling green hills as far as the eye could see.

“So tell me about your week,” said Victor.

—Excerpt from Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor

infinity

Are You Making Any Of These 8 Costly Sales Mistakes?

You’ve probably never heard anyone say, “See that baby over there? He’s an amazing salesperson!” You’ve never heard it because the ability to sell is not something you’re born with. There is no such thing as a natural salesperson. Sales is a learned skill. Unfortunately, in a business that’s Read More >

How To Use The Japanese Kaizen Philosophy To Grow Your Business In 2018

We like things big—big money, big houses and big personalities. The bigger the better…except when it comes to change. However, the month of January is unique. It’s the one month out of the year that we allow ourselves to think in terms of big change. In fact, we even fill it with specific Read More >

The Systemization Point: Are You There & What To Do If You Are

Of all the pivotal moments in a financial advisor’s career, it is the Systemization Point that determines success, failure or mediocrity more than any other. As critical as this juncture is in a career, it often goes unrecognized, overlooked or sometimes simply ignored. Systemization Point: the Read More >

Do You Have a “Go-To” Qualifying Script?

Qualifying has always been a tricky business for advisors. For many, it’s right up there with asking for referrals on the awkwardness/uncomfortable scale. Regardless of whether you get new business primarily from referrals, events, networking or door-knocking, the earlier in the relationship you Read More >

How to Network Effectively

Networking, its primary objective and the successful methodology for accomplishing that objective, is often misunderstood. Although it’s considered a form of prospecting, the very nature of a networking relationship, and how that relationship progresses, is very different from other forms of Read More >

How To Identify & Target “Natural Prospects”

You hear a lot these days about identifying “buying personas” and marketing to your “ideal client,” but do you know who these people really are? If you ask most advisors to describe their ideal client, the standard answer you’ll likely hear is people with over a million dollars in investable assets Read More >

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 Read More >

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 Read More >

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, it Read 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 Read More >

Get your FREE Referral Blueprint!

If you're not getting the quantity or quality of referrals and introductions you want and deserve, enter your name and email below. We'll send you your Referral Blueprint right now!
Send Me My Referral Blueprint Now!
Give it a try, you can unsubscribe anytime.