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

by Ron Carson

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...

• Format: Hardcover
• Language: English
• ISBN: 0857198041
• ISBN13: 9780857198044
• Release Date: May 2020
• Publisher: Harriman House
• Length: 240 Pages
• Weight: 1.05 lbs.
• Dimensions: 1.2" x 6.2" x 8.2"