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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.
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Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future
Publicado por
Harriman House Publishing, 2020
ISBN 10: 0857198041
ISBN 13: 9780857198044
Antiguo o usado
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Librería: World of Books (was SecondSale), Montgomery, IL, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Hardback. Condición: Very Good. 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. Nº de ref. del artículo: 00105291327
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Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future
Publicado por
Harriman House Publishing, 2020
ISBN 10: 0857198041
ISBN 13: 9780857198044
Antiguo o usado
Tapa dura
Librería: World of Books (was SecondSale), Montgomery, IL, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Hardback. Condición: Good. 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. Nº de ref. del artículo: CIN0857198041G
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Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firmâs Future
Publicado por
Harriman House, 2020
ISBN 10: 0857198041
ISBN 13: 9780857198044
Antiguo o usado
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Librería: Dream Books Co., Denver, CO, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Condición: acceptable. This copy has clearly been enjoyedâ"expect noticeable shelf wear and some minor creases to the cover. Binding is strong, and all pages are legible. May contain previous library markings or stamps. Nº de ref. del artículo: DBV.0857198041.A
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Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firmâs Future
Publicado por
Harriman House (edition ), 2020
ISBN 10: 0857198041
ISBN 13: 9780857198044
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Librería: BooksRun, Philadelphia, PA, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Hardcover. Condición: Very Good. With dust jacket. It's a well-cared-for item that has seen limited use. The item may show minor signs of wear. All the text is legible, with all pages included. It may have slight markings and/or highlighting. Nº de ref. del artículo: 0857198041-11-1-29
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Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future
Publicado por
Harriman House Publishing, 2020
ISBN 10: 0857198041
ISBN 13: 9780857198044
Antiguo o usado
Tapa dura
Librería: World of Books Inc, Montgomery, IL, Estados Unidos de America
Calificación del vendedor: 4 de 5 estrellas
Hardback. Condición: Good. 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. Nº de ref. del artículo: CIN0857198041G
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Imagen de archivo
Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future
Publicado por
Harriman House Publishing, 2020
ISBN 10: 0857198041
ISBN 13: 9780857198044
Antiguo o usado
Tapa dura
Librería: World of Books Inc, Montgomery, IL, Estados Unidos de America
Calificación del vendedor: 4 de 5 estrellas
Hardback. Condición: Very Good. 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. Nº de ref. del artículo: CIN0857198041VG
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Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firmâs Future
Publicado por
Harriman House, 2020
ISBN 10: 0857198041
ISBN 13: 9780857198044
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Librería: MERS Goodwill-Kansas City, Blue Springs, MO, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Condición: good. The book has been read but is in good condition. It has very minimal damage to the cover, including scuff marks, but no holes or tears. The dust jacket for hard covers may not be included. The binding has minimal wear. The majority of pages are undamaged with minimal creasing or tearing, minimal pencil underlining of text, no highlighting of text, and no writing in the margins. There are no missing pages. See the seller's listing for full details and a description of any imperfections. Nº de ref. del artículo: WMEKV.0857198041.G
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Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firmâs Future
Publicado por
Harriman House, 2020
ISBN 10: 0857198041
ISBN 13: 9780857198044
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Librería: HPB-Diamond, Dallas, TX, Estados Unidos de America
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hardcover. Condición: Very Good. Connecting readers with great books since 1972! Used books may not include companion materials, and may have some shelf wear or limited writing. We ship orders daily and Customer Service is our top priority! Nº de ref. del artículo: S_485323603
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Proven in the Trenches Format: Hardback
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MacMillan Publishers, 2020
ISBN 10: 0857198041
ISBN 13: 9780857198044
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Librería: INDOO, Avenel, NJ, Estados Unidos de America
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Condición: As New. Unread copy in mint condition. Nº de ref. del artículo: VH9780857198044
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Proven in the Trenches Format: Hardback
Librería: INDOO, Avenel, NJ, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Condición: New. Brand New. Nº de ref. del artículo: 9780857198044
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