Success as a Financial Advisor For Dummies

Name: Success as a Financial Advisor For Dummies
Brand: Unknown
SKU: 9781119504108
Price: 56.99 NZD
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By Ivan M. Illan

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Summary

Success as a Financial Advisor For Dummies by Ivan M. Illan provides practical advice for both new and established financial advisors seeking to fine-tune their skills and grow their practice. The author outlines strategies for building strong client relationships, enhancing financial planning techniques, and navigating the complexities of the financial services industry. It's an essential resource for those wanting to achieve both personal and professional success in this competitive field.
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Format: Paperback / softback

$56⁹⁹

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Success as a Financial Advisor For Dummies

$56⁹⁹

Book Hero Magic created this recommendation. While it's new and still learning, it may not be perfect - your feedback is welcome! IS THIS YOUR NEXT READ?

This book may appeal to you if you are an aspiring or current financial advisor looking to enhance your skills and elevate your career. With practical advice on building relationships, managing portfolios, and navigating the financial industry, it could be a valuable resource for anyone keen on achieving success in finance and investment.

Description

A must-have reference for financial advisors

In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or aspiring financial advisor can maximise their professional success through a series of behaviours, activities, and specific client-centric value propositions. In an era where federal regulators are changing the landscape regarding the standard of care that financial services clients should expect from their advisors, this book offers professionals insight into how they can evolve their practices to align with the regulatory and technological trends currently underway.

Inside, you’ll discover how a financial advisor can be a true fiduciary, compete against the growing field of robo-advisors, and understand how the passive investing trend is actually all about being an active investor. Additionally, time-tested advice is provided on building and focusing on client relationships, adopting 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 aspiring or experienced financial advisor.

Book Details

INFORMATION

ISBN: 9781119504108

Publisher: John Wiley & Sons Inc

Format: Paperback / softback

Date Published: 01 January 2019

Country: United States

Imprint: For Dummies

Audience: General / adult

DIMENSIONS

Spine width: 25.0mm

Width: 185.0mm

Height: 234.0mm

Weight: 522g

Pages: 384

Collections

Dummies Finance & Economics Finance & Investment Ivan M. Illan Non-Fiction

About the Author

Ivan M. Illán, CFS, has directly raised and managed over $1B in assets from both institutional and retail clients. He's the founder and chief investment officer of an independent wealth management firmbased in Los Angeles. As a Forbes Contributor, an Investopedia Premier Advisor, and Five Star Wealth Manager, Ivan's insights are published routinely on both the financial advisory profession and capital markets.