Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future Audiobook By Ron Carson cover art

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

Preview

Try for $0.00
Prime logo Prime members: New to Audible?
Get 2 free audiobooks during trial.
Pick 1 audiobook a month from our unmatched collection.
Listen all you want to thousands of included audiobooks, Originals, and podcasts.
Access exclusive sales and deals.
Premium Plus auto-renews for $14.95/mo after 30 days. Cancel anytime.

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

$14.95/month after 30 days. Cancel anytime.

Buy for $19.95

Buy for $19.95

Confirm purchase
Pay using card ending in
By confirming your purchase, you agree to Audible's Conditions of Use and Amazon's Privacy Notice. Taxes where applicable.
Cancel

About this listen

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
Career Success Employment Investing & Trading Management & Leadership Personal Finance Business Career
activate_Holiday_promo_in_buybox_DT_T2

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

Average customer ratings
Overall
  • 4.5 out of 5 stars
  • 5 Stars
    13
  • 4 Stars
    3
  • 3 Stars
    1
  • 2 Stars
    0
  • 1 Stars
    1
Performance
  • 4.5 out of 5 stars
  • 5 Stars
    12
  • 4 Stars
    3
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    1
Story
  • 4.5 out of 5 stars
  • 5 Stars
    12
  • 4 Stars
    4
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    1

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

Sort by:
Filter by:
  • Overall
    5 out of 5 stars
  • Performance
    5 out of 5 stars
  • Story
    5 out of 5 stars

The Financial Advisor's "bible" a must read!!

Ron Carson is a legend in the financial services industry and he bundles all of his amazing insights into such a power and meaningful guide on how to be the beat advisor and person you can be. This book and its previous versions have been the framework on how I have build and run my advisory firm over the last 10 years. There is so much content and insights in the book that I read it annually and am still working at implementing and perfecting all the great ideas and proven processes.

Something went wrong. Please try again in a few minutes.

You voted on this review!

You reported this review!

1 person found this helpful

  • Overall
    1 out of 5 stars
  • Performance
    1 out of 5 stars
  • Story
    1 out of 5 stars

He's selling his firm.

The author is selling his firm to the reader. Less about value and more about his firm.

Something went wrong. Please try again in a few minutes.

You voted on this review!

You reported this review!