The 3 CEOS: The Three Most Important Roles Entrepreneurial Financial Advisors Play

The 3 CEOS: The Three Most Important Roles Entrepreneurial Financial Advisors Play

by Travis Ray Chaney
The 3 CEOS: The Three Most Important Roles Entrepreneurial Financial Advisors Play

The 3 CEOS: The Three Most Important Roles Entrepreneurial Financial Advisors Play

by Travis Ray Chaney

Hardcover

$29.95

Overview

Take Your Business to New Heights

In his first book, Turbo Growth, Travis Chaney focused on how financial advisors should build their business.

In The 3 CEOs, he raises the stakes by challenging you to assume the three essential roles of entrepreneurial leadership as you take your business to new heights:

• Chief Executive Officer

• Cultural Excellence Officer

• Client Experience Officer

The three CEOs model yields exponential results in the face of continual change and disruption. It will help you:

• Build a framework of personal principles and beliefs

• Translate those beliefs in a company culture based on your values

• Position your business to provide a client experience that can’t be matched

The 3 CEOs will not only position you for success – it will put you well on your way to becoming a better spouse, parent, friend, and person.

An extraordinary life is something you get by looking inward first. For many who have gone through this process, it's been the greatest adventure imaginable.

 



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Product Details

ISBN-13: 9780960108701
Publisher: Dynamic Directions - D2.INC (Jenkins)
Publication date: 05/17/2022
Pages: 200
Product dimensions: 6.13(w) x 9.25(h) x 0.63(d)

About the Author

Travis Chaney, CFP®, CMC™ is CEO of Dynamic Directions, an award-winning coaching and consulting firm specializing in building a better life and practice for financial advisors. We currently work with more than 350 advisors in practices across the country, including members of Barron’s Top 1,200 Advisors, Barron’s Top 100 Women Advisors and Forbes list of Best-In-State Wealth Advisors.

Table of Contents

Foreword ix

Introduction xi

Part 1 The Chief Executive Officer

Chapter 1 The Turbo-Growth Mindset 3

Chapter 2 Intentional Congruence 27

Chapter 3 Earning, Learning, and Serving 47

Part 2 The Cultural Excellence Officer

Chapter 4 Cast a Long Shadow 67

Chapter 5 Shine a Bright Light 85

Chapter 6 Make a Firm Impression 95

Chapter 3 The Client Experience Officer

Chapter 7 Position Yourself 111

Chapter 8 Riches in Niches 131

Chapter 9 Designing the Client Experience 149

Chapter 10 Commitment or Regret: The Choice Is Yours 171

Acknowledgements 177

About the Author 178

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