Try free for 30 days

  • Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future

  • By: Ron Carson
  • Narrated by: Ron Carson
  • Length: 7 hrs and 45 mins
  • 5.0 out of 5 stars (1 rating)

1 credit a month to use on any title, yours to keep (you’ll use your first credit on this title).
Stream or download thousands of included titles.
Access to exclusive deals and discounts.
$16.45 a month after 30 day trial. Cancel anytime.
Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future cover art

Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future

By: Ron Carson
Narrated by: Ron Carson
Try for $0.00

$16.45 per month after 30 days. Cancel anytime.

Buy Now for $26.99

Buy Now for $26.99

Pay using voucher balance (if applicable) then card ending in
By confirming your purchase, you agree to Audible's Conditions Of Use and Privacy Notice and authorise Audible to charge your designated credit card or another available credit card on file.

Publisher's Summary

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
©2020 Harriman House (P)2020 Harriman House

What listeners say about Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future

Average Customer Ratings
Overall
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Performance
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Story
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.