Executive Transformations was founded by Erin Tamberella in 2004. Our goal is to transform an advisor’s practice into a scalable business. We’ve identified 9 key areas in an advisor’s practice that must be systematized in order to break through plateaus that are inevitable in the business as well as achieve success long-term. Systematizing these 9 key areas not only serves as the foundation of coaching at Executive Transformations but are also discussed in Erin’s book, Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor.
In addition to our Plateau to Pinnacle Coaching, Erin also developed the Retiring FA Transition Coaching’s “phased approach.” She has helped many retiring FAs maximize the retirement payout from their book, and successor FAs retain the clients and grow assets.
