Illan, Ivan M.

Success as a Financial Advisor For Dummies

Illan, Ivan M. - Success as a Financial Advisor For Dummies, ebook


Ebook, PDF with Adobe DRM
ISBN: 9781119504092
DRM Restrictions

Printing115 pages with an additional page accrued every 7 hours, capped at 115 pages
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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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John Wiley and Sons, Inc.
Publication year
Page amount
384 pages
Printed ISBN

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