Proven in the Trenches

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