-
Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future
- Narrado por: Ron Carson
- Duración: 7 h y 45 m
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Resumen del Editor
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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- Versión completa
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How the world's leading innovators push their ideas to fruition, time and time again. Edison famously said that genius is 1 percent inspiration, 99 percent perspiration. Ideas for new businesses, solutions to the world's problems, and artistic breakthroughs are common, but great execution is rare. According to Scott Belsky, the capacity to make ideas happen can be strengthened by anyone willing to build their organizational habits and harness the forces of community.
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Terrible Narrator
- De Charl en 07-12-12
De: Scott Belsky
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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- De: David J. Mullen Jr.
- Narrado por: Allan Robertson
- Duración: 8 h y 24 m
- Versión completa
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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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Fantastic tips and practices
- De SS MacIntyre en 03-10-15
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Company of One
- Why Staying Small Is the Next Big Thing for Business
- De: Paul Jarvis
- Narrado por: Paul Jarvis
- Duración: 7 h y 32 m
- Versión completa
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Paul Jarvis left the corporate world when he realized that working in a high-pressure, high profile world was not his idea of success. In Company of One, Jarvis explains how you can find the right pathway to do the same, including planning how to set up your shop, determining your desired revenues, dealing with unexpected crises, keeping your key clients happy, and of course, doing all of this on your own. Company of One is a refreshingly new approach centered on staying small and avoiding growth, for any size business.
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Starts out strong...
- De Oliver Nielsen en 05-02-20
De: Paul Jarvis
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Scale
- Seven Proven Principles to Grow Your Business and Get Your Life Back
- De: Jeff Hoffman, David Finkel
- Narrado por: David Finkel
- Duración: 7 h y 14 m
- Versión completa
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Business owners want growth but fear it will take over their lives. Surprisingly, the only way to truly grow your company is to reduce its reliance on you - to scale. Jeff Hoffman and David Finkel offer a blueprint to rapidly grow your business while also gaining more freedom. Based on their own experiences starting, scaling, and effectively exiting from multiple successful companies, they provide seven clear principles that will help you determine the best strategy for growth in your company.
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All stuff no fluff
- De Jonathan Bonanno en 05-25-21
De: Jeff Hoffman, y otros
Lo que los oyentes dicen sobre Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future
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- 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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- 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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