Proven in the Trenches

ISBN: 9780857198044
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RM149.90
Product Details

Publisher,Harriman House
Publication Date,
Format, Hardcover
Weight, 471 g
No. of Pages, 240

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

About the Author

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.
  • Dimensions ‏ : ‎ 6.3 x 1.08 x 9.32 inches

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