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Kaplan

Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice

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Build a great financial services practice, AND a great life filled with passion, purpose and enthusiasm.With more than one million financial services practitioners in the United States and Canada, competition for clients can be intense. While some professionals believe that working furiously around the clock at the expense of a personal life is the route to success, top-producing industry veterans Ron Carson and Steve Sanduski disagree. They believe that financial services is a commodity business, and as such, that performing better, delivering better financial plans, or having access to certain products doesn’t differentiate advisors effectively. Rather, differentiating through service, brand and relationship is the only sustainable way advisors can compete.In Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice the authors explain how securities representatives, insurance professionals, investment advisors and CPAs can do just that . . . and create great lives along the way. Based on concepts taught in professional coaching workshops worldwide, Tested in the Trenches outlines:The four ""foundation"" steps to success.Four ways to generate revenue.15 habits of top achievers. Forms and checklists to organize your financial services practice. Online sources for additional business- building ideas and tools.If you have the sincere desire to make significant improvements in your financial services business – and your life – clear your schedule, read Tested in the Trenches, then go back and implement each idea in the order it is presented. By doing so you'll be prepared to join the rarefied group of personally fulfilled and professionally successful top achievers. Read more

Publisher ‏ : ‎ Kaplan Publishing; 1st edition (March 1, 2005)


Language ‏ : ‎ English


Hardcover ‏ : ‎ 288 pages


ISBN-10 ‏ : ‎ 1419501585


ISBN-13 ‏ : ‎ 86


Item Weight ‏ : ‎ 1.4 pounds


Dimensions ‏ : ‎ 7.5 x 1 x 9.25 inches


Best Sellers Rank: #1,340,068 in Books (See Top 100 in Books) #3,623 in Job Hunting & Career Guides #8,029 in Entrepreneurship (Books) #52,045 in Unknown


#3,623 in Job Hunting & Career Guides:


#8,029 in Entrepreneurship (Books):


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Top Amazon Reviews

    • A book for every producer
The other reviews on this book are nearly dead-on, so I won't try to re-invent the wheel. I've read many books in the hopes of improving my business, and quite honestly, this is the first one that has been of enough value to motivate me to recommend it. As a young producer/manager in the bank-brokerage industry, I have found that there aren't many shortcuts to becoming a top producer. As I'm sure anyone in the industry will attest, there is just no substitute for good, old-fashioned experience. However, one of the few shortcuts I have actually found is that the experience doesn't necessarily have to be your OWN. Mr. Carson does an excellent job of presenting ideas, none of which are revolutionary, but all of which are critical, to help stramline your efficiency and boost your business to the forefront of an industry that has become largely commoditized over the years. Whether you're an individual producer in a wirehouse, a bank, or you have struck out on your own; whether you're newer to the industry or have been writing business for longer than you can remember, this book has ideas that you can implement tomorrow, and reap rewards from immediately. ... show more
Reviewed in the United States on October 20, 2005 by Doc Brown
    • I highly recommend it. It was so good I signed up ...
Book came ahead of schedule and in pristine condition. It's already helped my business! I highly recommend it. It was so good I signed up for coaching within their system.
Reviewed in the United States on March 26, 2018 by Bob
    • Looking for Personal & Professional Growth
Just starting to read this book, so far so good; and very timely as the New Year is approaching.
Reviewed in the United States on December 24, 2023 by Roche
    • Practical Guide
If you have a financial planning practice, this book is an excellent guide for growth and systems. No need to reinvent the wheel when the authors of this book have so many things figured out already.
Reviewed in the United States on May 28, 2010 by Rufus P. Cressend Jr.
    • Five Stars
Book was in good condition as described. Thank you.
Reviewed in the United States on August 15, 2016 by Amazon Customer
    • Not worth the time.
Very vague and generic advice you could get off the internet. I did not find this book to be helpful at all. Not worth the time. I would recommend "Oversold and Underserved" by Mark Friedman and "The Million-Dollar Financial Services Practice" by David J. Mullen Jr.
Reviewed in the United States on November 24, 2013 by jyd247
    • Has helped me build my business
Ron Carson is a marketing genius. He gives ideas that can easily be implemented. A very helpful book for me.
Reviewed in the United States on June 3, 2010 by A. S. Montgomery
    • General Information - There are Better Choices.
This book, by Ron Carson and Steve Sanduski, provides the reader with a very general, but holistic view of building a multi-million dollar financial services practice. Beginning iwth a process of "blueprinting", where they have the reader examine their values, objectives, passions and motivations, through a series of implementation steps - including hiring, creating systems, branding, organization, marketing and personal health, the book covers the landscape at a 30,000 foot view in some cases, and buzzes through the weeds in others. In comparison to some other books, like those by David Mullen on the same topic, the book strikes me as less actionable, less specific, more fuzzy and less useful. While not a bad read, and you certainly will glean some interesting tidbits from it, there are better choices out there. If this is the topic you want to explore, look to Mullen's books first, and maybe then this as a suppliment. ... show more
Reviewed in the United States on August 11, 2012 by Ed Barton

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