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 ...
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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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Add this copy of Proven in the Trenches: 11 Principles to Maximize to cart. $2.20, like new condition, Sold by Valleys Books & More rated 4.0 out of 5 stars, ships from Roanoke, VA, UNITED STATES, published 2020 by Harriman House Publishing.
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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!
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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!
Add this copy of Proven in the Trenches: 11 Principles to Maximize to cart. $8.12, very good condition, Sold by HPB-Diamond rated 4.0 out of 5 stars, ships from Dallas, TX, UNITED STATES, published 2020 by Harriman House.
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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!
Add this copy of Proven in the Trenches: 11 Principles to Maximize to cart. $9.26, very good condition, Sold by BooksRun rated 5.0 out of 5 stars, ships from Philadelphia, PA, UNITED STATES, published 2020 by Harriman House.
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Add this copy of Proven in the Trenches: 11 Principles to Maximize to cart. $38.11, new condition, Sold by Booksplease rated 4.0 out of 5 stars, ships from Southport, MERSEYSIDE, UNITED KINGDOM, published 2020 by Harriman House Publishing.
