Tested in the Trenches

Tested in the Trenches

A 9-step Plan for Building and Sustaining A Million-dollar Financial Services Practice

Book - 2005
Rate this:
Simon and Schuster
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.

Publisher: Chicago : Dearborn Trade Pub., [2005]
Copyright Date: ©2005
ISBN: 9781419501586
Branch Call Number: 332.6023 CARSO
Characteristics: xv, 276 pages : illustrations ; 23 cm
Additional Contributors: Sanduski, Steve
Notes: Includes index


From the critics

Community Activity


Add a Comment

There are no comments for this title yet.


Add Age Suitability

There are no ages for this title yet.


Add a Summary

There are no summaries for this title yet.


Add Notices

There are no notices for this title yet.


Add a Quote

There are no quotes for this title yet.

Explore Further


Subject Headings

No similar edition of this title was found at GL.

Try searching for Tested in the Trenches to see if GL owns related versions of the work.

To Top