Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future - Tapa dura

Carson, Ron

 
9780857198044: Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future
Tapa dura
ISBN 10: 0857198041 ISBN 13: 9780857198044
Editorial: Macmillan Publishers Int Ltd - MDL, 2020

Sinopsis

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

"Sinopsis" puede pertenecer a otra edición de este libro.

Acerca del autor

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.

"Sobre este título" puede pertenecer a otra edición de este libro.

Editorial
Macmillan Publishers Int Ltd - MDL
Año de publicación
2020
Idioma
Inglés
ISBN 10 
0857198041
ISBN 13 
9780857198044
Encuadernación
Tapa dura
Número de páginas
240
Contacto del fabricante
no disponible
Persona responsable
gpsr@libri.de
gpsr@libri.de

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