OMAHA, Neb., May 12, 2020 /PRNewswire/ -- As financial services—along with every other industry—experiences the implications of a global pandemic and a volatile market, many advisors are grasping for ways to better serve their clients.For months, our profession has been tirelessly working to guide clients who are also hurting from the blows to the financial and employment markets—all while tending to their own businesses, families and health. It's a challenging time but not without room for growth and evolution.
Ron Carson, founder and CEO of Carson Group, Barron's Hall-of-Fame wealth advisor and New York Times bestselling author, today announced the release of his new book, Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future. A follow-up to 2012's Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor, this third edition of the "in-the-trenches" series details a methodology backed by decades of real-world application with thousands of advisors. From understanding client expectations and leveraging technology to improve the client experience to evaluating partnerships and making the shift from advisor to CEO, the eleven core dimensions explained in the book provide advisors with a roadmap for building a better business.
"Ron is an industry visionary other advisors look to for perspective and future-forward thinking," said Tom Nally, President of TD Ameritrade Institutional. "Insightful and practical, Proven in the Trenches is a must-read guide to building a successful and scalable advisory business."
"American families are navigating a pace of change and a level of angst and uncertainty not seen in generations. A trusted financial advisor can be one of the most important professionals in a person's life right now. We live in a unique space where we're able to listen to their biggest challenges, empathize with their situations and, most importantly, help them in a way few others can right now as they chart a financial path forward," said Carson. "There's no better time for advisors to take a close, honest look at their business and implement a proven process to deliver more compelling value in the eyes of their clients. Making that transformation, from the inside out, is no longer a luxury; it's a necessity."
The audiobook has Ron Carson's additional insights on current events and the evolving role of advisors. It was recorded after the book was written and on March 11, 2020, when the 11-year bull market ended after the World Health Organization declared the coronavirus a pandemic.
Carson is also offering a complimentary digital workbook in conjunction with the themes found in Proven in the Trenches that advisors can reference, including more than a dozen tools and exercises to apply the strategies shared.
About Carson Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.