— Tom Nally, President, TD Ameritrade Institutional
—Eric Clarke, CEO, Orion Advisor Services
— John Furey, Managing Partner, Advisor Growth Strategies
— Mark Moses, Founding Partner, CEO Coaching International
— Adam Antoniades, CEO of Cetera Advisor Group
— Steve Lockshin, Principal, AdvicePeriod
— Suzanne Siracuse, CEO and Founder of Suzanne Siracuse Consulting
— Aaron Klein, Co-Founder and CEO at Riskalyze
— Sterling Shea, Global Head of Wealth and Asset Management at Barron’s Group
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.
A follow-up to 2012’s Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor, Ron Carson divulges his proven strategies for building a successful wealth management firm in this new book.
Reserve your copy today! Available for purchase now!
If you are enjoying all the tools and best practices shared in Proven in the Trenches, we encourage you to take the next step and check out Carson’s nationally acclaimed coaching program. We’ll even let you take a test drive with a coach and give you a glimpse into the personalized courses, materials and action plans available to help you transform your firm’s future. Go to carsongroup.com to learn more.