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...

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