Ron Carson – författare

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

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

Are you ready to find your freedom?Everybody has money memories. How do yours shape the way you feel about, think about, and interact with money?In Find Your Freedom, personal finance and retirement planning expert Jamie P. Hopkins, Esq., CFP®, gives you the tools to explore your past relationships with money, examine your family legacy with money, and understand how both of those shape your path forward. We need to understand where we came from to understand where we are going.After understanding these foundational elements, Jamie helps you define what freedom means to you and helps you understand that while your meaning and purpose are the fuel that propels you forward, your financial plan is how you design the path to get there.Following Jamie’s financial planning guidance, you’ll be able to live your best life by design, not by default, find the fun in spending and retirement, and use your financial legacy to make an impact you can be proud of. You’ll learn from your past—and bond with your future self—to forge a path forward that reflects what you truly want in life.