Client Connections

The Three R’s of Sales – Referrals, Referrals, Referrals
August 23, 2022 Client Connections, Sales and Sales Management
My clients are probably sick of my “broken record” message on the importance and value of referrals, but here I go again. No surprise to all you businesses out there – it’s critical to close deals in this crazy economic environment. The great news is I’m seeing my clients ...
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Digging Deeper
June 28, 2022 Client Connections, Leadership Development, Personal Development
During the month of June we have discussed a wide array of topics. We discussed another relationship Transform has curated and maintained for the last 25 years, how to lead your team through the unknown, and some tips for connecting with and managing your feelings. Join us in revisiting ...
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The Proof is in the Partnership
June 7, 2022 Client Connections, Leadership Development
We’d like to introduce you to another client who has been with us and part of our success since the beginning of our days as Transform. Steve, a new business owner, was a wealth manager and had four employees in 1994 when he joined several classes at the Sandler ...
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Looking Forward
May 31, 2022 Client Connections, Personal Development, Sales and Sales Management, Uncategorized
During the month of May we have discussed a wide array of topics. We discussed what differentiates you from your competition, the relationships Transform has curated and maintained for the last 25 years, how to help your prospects with their buying decisions, and some tips for grounding yourself. Join ...
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What We Can Do to Help
March 15, 2022 Client Connections
Mary Anne’s heart was hurting about the Ukraine situation, and she reached out to Transform’s longtime friend and client Anna Shkrabaliuk to see how she and her family are doing and also to see what we could possibly do to help. Mary Anne knew Anna would be a good ...
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4 Ways to Create Recession-Proof Client Experiences
October 15, 2019 Client Connections
Whether you are of the opinion it’s a Bull or Bear market, the bottom line remains, regardless of economic analysis, shifts and cyclic trends, all clients (and customers) want results. When faced with conflicting priorities we are of the mindset that a team of collaborative, problem-solvers who challenge the ...
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Is Entering a Strategic Partnership the Right Decision–Answer These 5 Questions to Find Out
May 22, 2018 Client Connections
I have been working with two companies exploring a strategic partnership. While the intended outcome is that the two companies merge, first we are examining if the individuals involved–all with strong entrepreneurial spirits–can work together under the same roof. In this scenario, both companies view the partnership and potential ...
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A Roadmap for Opportunity
May 15, 2018 Client Connections
Deciding to form like-minded strategic business partnerships makes sense. Collaborating provides additional avenues to scale your business, build your brand reputation, get access to a broader audience, and help increase market share. Knowing who, how and when to join forces is a key factor to make any growing company ...
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May 8, 2018 Client Connections
“Collaborate” – from Webster’s 1: to work jointly with others or together especially in an intellectual endeavor An international team of scientists collaborated on the study. 2: to cooperate with or willingly assist an enemy of one’s country and especially an occupying force suspected of collaborating with the enemy 3: to cooperate with an ...
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8 Tips to Build a Strategic Partnership
May 1, 2018 Client Connections
Companies decide to form strategic business partnerships for many reasons. Collaboration is useful. It offers the ability to develop existing resources and find new ways to thrive in the marketplace. Strategic partnerships can keep you in the driver seat and expand your connection to your clients. If you have ...
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