Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future
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Narrado por:
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Ron Carson
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De:
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Ron Carson
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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
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Lo que los oyentes dicen sobre Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Kyle S.
- 02-17-21
The Financial Advisor's "bible" a must read!!
Ron Carson is a legend in the financial services industry and he bundles all of his amazing insights into such a power and meaningful guide on how to be the beat advisor and person you can be. This book and its previous versions have been the framework on how I have build and run my advisory firm over the last 10 years. There is so much content and insights in the book that I read it annually and am still working at implementing and perfecting all the great ideas and proven processes.
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esto le resultó útil a 1 persona
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Total1 out of 5 stars
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Ejecución1 out of 5 stars
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Historia1 out of 5 stars
- Kristen
- 09-26-24
He's selling his firm.
The author is selling his firm to the reader. Less about value and more about his firm.
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