Escucha y lee

Descubre un mundo infinito de historias

  • Lee y escucha todo lo que quieras
  • Más de 500 000 títulos
  • Títulos exclusivos + Storytel Originals
  • 14 días de prueba gratis, luego $24,900 COP/al mes
  • Cancela cuando quieras
Descarga la app
CO -Device Banner Block 894x1036
Cover for Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future

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

Duración
7 h 45 m
Idioma
Inglés
Formato
Categoría

Negocios y finanzas

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 (Audiolibro): 9781804092286

Fecha de lanzamiento

Audiolibro: 20 de mayo de 2020

Etiquetas