Description: Success As a Financial Advisor for Dummies, Paperback by Illan, Ivan M., ISBN 1119504104, ISBN-13 9781119504108, Like New Used, Free shipping in the US A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.
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Item Specifics
Restocking Fee: No
Return shipping will be paid by: Buyer
All returns accepted: Returns Accepted
Item must be returned within: 14 Days
Refund will be given as: Money Back
Book Title: Success As a Financial Advisor for Dummies
Number of Pages: 384 Pages
Language: English
Publisher: Wiley & Sons, Incorporated, John
Publication Year: 2018
Item Height: 1 in
Topic: Accounting / Financial, Finance / General, Industries / Financial Services, Investments & Securities / General
Illustrator: Yes
Genre: Business & Economics
Item Weight: 18.4 Oz
Author: Ivan M. Illan
Item Length: 9.2 in
Item Width: 7.4 in
Format: Trade Paperback
