Ascolta e leggi

Entra in un mondo di storie

  • Ascolta e leggi quanto vuoi
  • Oltre 400.000 titoli
  • Prova gratis per 14 giorni, poi 9.99€/mese
  • Disdici quando vuoi
  • Ascolta titoli esclusivi e Storytel Original
Prova gratis
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

Durata
7h 45min
Corsi di lingua
Inglese
Formato
Categoria

Economia & Business

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 (AUDIO): 9781804092286

Data di uscita

Audiobook: 20 maggio 2020

Scegli il tuo piano

  • Più di 400.000 titoli

  • Kids Mode (accesso sicuro per bambini)

  • Scarica e ascolta offline

  • Disdici quando vuoi

Basic

Le tue prime storie, al prezzo più basso.

6.49 € /mese
  • 1 account

  • 10 ore/mese

  • Disdici quando vuoi

Prova gratis
Il più popolare

Unlimited

Ascolto illimitato. Dove vuoi, quando vuoi.

9.99 € /mese
  • 1 account

  • Ascolto illimitato

  • Disdici quando vuoi

Prova gratis

Unlimited Annuale

12 mesi al prezzo di 9. Ascolto illimitato a un prezzo imbattibile.

89.99 € /anno
Risparmia il 25%
  • 1 account

  • Ascolto illimitato

  • Disdici quando vuoi

Prova gratis

Unlimited Family

Risparmia con più account. Ognuno con le proprie storie.

14.99 € /mese
  • 2 account

  • Ascolto illimitato

  • Disdici quando vuoi

Prova gratis