Synopsis
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
Details
12 May 2020
9780857198044Reviews
In this fresh update of a revered classic in advisory business, Ron Carson provides invaluable strategy and sound actionable ideas for refining one’s practice in Proven in the Trenches. It is a must-read for those who believe, as we do, that the business will be dominated by fewer, better, forward-thinking advisors who are delivering greater value for their clients. Bravo.Sterling Shea, Global Head of Wealth and Asset Management, Barron’s Group
More than just a forward-thinking analysis of our industry’s rapid, relentless evolution, Proven in the Trenches arms financial advisors with concrete, battle-tested strategies for turning complex challenges into successes and transforming the value they bring to clients. No advisor should traverse the new financial services landscape without it.Eric Clarke, CEO, Orion Advisor Services
For over a decade I have watched Ron Carson lead an incredible business and live a life to the fullest. He has taken his 37 years of experience as one of the world’s top financial advisors and written an inspiring manual for success. Proven in the Trenches is a guide to be a better leader, build a stronger business, and live a more rewarding life.Mark Moses, Founding Partner, CEO Coaching International
Ron has been an innovator for decades and deeply understands the future of wealth management. Proven in the Trenches is a fantastic guide for advisors seeking greater levels of success.John Furey, Managing Partner, Advisor Growth Strategies
