The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country.
In Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm:
• Understanding Investor Behavior
• Blueprinting Your Life and Your Business
• Attracting Talent by Growing Your Own
• Putting Process Behind Your People
• Building a Brand that Connects and Converts
• Wealth Planning and What It Takes to Revive Advisor Value
• Creating a Compelling Client Experience
• Evaluating Partnerships
• Attracting New Clients and the Art of Ethical Persuasion
• Plotting Your Succession
• Making the Shift from Advisor to CEO
"synopsis" may belong to another edition of this title.
Ron Carson is founder and CEO of Inc. 5000 firm Carson Group, a Barron's Hall-of-Fame wealth advisor, one of Forbes' top wealth advisors in America, radio talk show host and New York Times bestselling author. Throughout his 37-year career as a financial advisor and industry icon, Ron has always believed in fulfilling a deep-seeded purpose to be the most trusted for financial advice – to provide families and individuals with straightforward guidance and full transparency when it comes to planning their financial future. This mission – and Ron's own success as one of the most celebrated and respected independent advisors in the country – has attracted the attention of thousands of advisors hungry for a recipe for success in improving their own businesses and better serving their clients.
"About this title" may belong to another edition of this title.
Seller: Dream Books Co., Denver, CO, U.S.A.
Condition: acceptable. This copy has clearly been enjoyedâ"expect noticeable shelf wear and some minor creases to the cover. Binding is strong, and all pages are legible. May contain previous library markings or stamps. Seller Inventory # DBV.0857198041.A
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Condition: Very Good. Item in very good condition! Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00105291327
Seller: BooksRun, Philadelphia, PA, U.S.A.
Hardcover. Condition: Very Good. With dust jacket. It's a well-cared-for item that has seen limited use. The item may show minor signs of wear. All the text is legible, with all pages included. It may have slight markings and/or highlighting. Seller Inventory # 0857198041-11-1-29
Seller: World of Books Inc, Montgomery, IL, U.S.A.
Hardback. Condition: Very Good. The face of financial services has evolved - and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country. In Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm: -Understanding Investor Behavior -Blueprinting Your Life and Your Business -Attracting Talent by Growing Your Own -Putting Process Behind Your People -Building a Brand that Connects and Converts -Wealth Planning and What It Takes to Revive Advisor Value -Creating a Compelling Client Experience -Evaluating Partnerships -Attracting New Clients and the Art of Ethical Persuasion -Plotting Your Succession -Making the Shift from Advisor to CEO. Seller Inventory # CIN0857198041VG
Seller: HPB-Diamond, Dallas, TX, U.S.A.
hardcover. Condition: Very Good. Connecting readers with great books since 1972! Used books may not include companion materials, and may have some shelf wear or limited writing. We ship orders daily and Customer Service is our top priority! Seller Inventory # S_485323603
Seller: MERS Goodwill-Kansas City, Blue Springs, MO, U.S.A.
Condition: very_good. The book does not look new and has been read but is in excellent condition. There is no obvious damage to the cover the dust jacket if applicable is included for hard covers. There are no missing or damaged pages, no creases or tears, and no underlining highlighting of text or writing in the margins. It may have very minimal identifying marks on the inside cover as well as very minimal wear and tear. See the seller's listing for full details and a description of any imperfections. Seller Inventory # WMEKV.0857198041.VG
Seller: INDOO, Avenel, NJ, U.S.A.
Condition: As New. Unread copy in mint condition. Seller Inventory # VH9780857198044
Seller: INDOO, Avenel, NJ, U.S.A.
Condition: New. Brand New. Seller Inventory # 9780857198044
Seller: PBShop.store US, Wood Dale, IL, U.S.A.
HRD. Condition: New. New Book. Shipped from UK. Established seller since 2000. Seller Inventory # MD-9780857198044
Seller: Rarewaves.com USA, London, LONDO, United Kingdom
Hardback. Condition: New. The face of financial services has evolved - and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country. In Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm:- Understanding Investor Behavior- Blueprinting Your Life and Your Business- Attracting Talent by Growing Your Own- Putting Process Behind Your People- Building a Brand that Connects and Converts- Wealth Planning and What It Takes to Revive Advisor Value- Creating a Compelling Client Experience- Evaluating Partnerships- Attracting New Clients and the Art of Ethical Persuasion- Plotting Your Succession- Making the Shift from Advisor to CEO. Seller Inventory # LU-9780857198044
Quantity: 5 available