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 competenciesAttract and win new businessPick the right clientsBenchmark your performanceStart your own firmBrimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.
✔ Author(s): Ivan M. Illan
✔ Title: Success as a Financial Advisor For Dummies (For Dummies (Business & Personal Finance))
✔ Rating : 4.4 out of 5 base on (79 reviews)
✔ ISBN-10: 1119504104
✔ ISBN-13: 9781119504108
✔ Language: English
✔ Format ebook: PDF, EPUB, Kindle, Audio, HTML and MOBI
✔ Device compatibles: Android, iOS, PC and Amazon Kindle
Readers' opinions about Success as a Financial Advisor For Dummies by Ivan M. Illan
Beata Shepard
I'm still in awe of the intricate plot and the way everything seamlessly came together. The twists kept me guessing until the very end. It's one of those rare books that leave a lasting impact.
Elaine Leonard
The rich historical context of the book added a layer of depth that I found fascinating. It was like stepping back in time and experiencing history firsthand.
Kara Snyder
The themes of resilience and hope resonated deeply with me. This book taught me valuable life lessons that I'll carry with me for years to come.
