Publications

Proven in the Trenches

Type
Link
Cost
Paid
Published
2020
Full Name
Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future

The face of financial services has evolved and, along with it, the very nature of financial advice. The time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. To make this evolutionary leap, advisors require a proven, time-tested strategy. In Proven in the Trenches, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm.

Praise for Proven in the Trenches


“In this fresh update of a revered classic in the advisory business, Ron Carson provides invaluable strategy and sound actionable ideas for refining one’s practice in Proven in the Trenches. It is a must-read for those who believe, as we do, that the business,will be dominated by fewer, better, forward-thinking advisors who are delivering greater value for their clients. Bravo.”

Sterling Shea, Global Head of Wealth and Asset Management, Barron’s Group


Ron Carson is a leader among financial advisors, and his latest book is yet another example of why. The changing needs and concerns of the American investor drive the most important advancements in our profession; this book is designed to help you always be their trusted source for financial advice.”

Adam Antoniades, CEO, Cetera Financial Group


Proven in the Trenches is a guide to be a better leader, build a stronger business, and live a more rewarding life.”

Mark Moses, Founding Partner, CEO Coaching International


"More than just a forward-thinking analysis of our industry’s rapid, relentless evolution, Proven in the Trenches arms financial advisors with concrete, battle-tested strategies for turning complex challenges into successes and transforming the value they bring to clients. No advisor should traverse the new financial services landscape without it.”

Eric Clarke, CEO, Orion Advisor Services


“Ron has been an innovator for decades and deeply understands the future of wealth management. Proven in the Trenches is a fantastic guide for advisors seeking greater levels of success.”

John Furey, Managing Partner, Advisor Growth Strategies


“Ron is an industry visionary other advisors look to for perspective and future-forward thinking. Insightful and practical, Proven in the Trenches is a must-read guide to building a successful and scalable advisory business.”

Tom Nally, President, TD Ameritrade Institutional