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Success as a financial advisor for dummies 2019

Book Cover
Average Rating
Publisher:
John Wiley & Sons Inc.,
Pub. Date:
[2019]
Language:
English
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 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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ISBN:
9781119504108
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Grouping Information

Grouped Work ID30f1505a-af81-1905-3da7-347a6afd91af
Grouping Titlesuccess as a financial advisor for dummies 2019
Grouping Authorillán ivan m
Grouping Categorybook
Last Grouping Update2020-03-10 04:11:39AM
Last Indexed2020-05-30 04:23:27AM

Solr Details

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display_descriptionIn 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.
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ils:a1540748BookBooksEnglishJohn Wiley & Sons Inc., [2019]xiv, 360 pages : illustrations ; 24 cm.
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series For dummies
series_with_volume For dummies|
subject_facetFinancial planners
Instructional and educational works
Investment advisors
title_displaySuccess as a financial advisor for dummies 2019
title_fullSuccess as a financial advisor for dummies 2019 / by Ivan Illan
title_shortSuccess as a financial advisor for dummies 2019
topic_facetFinancial planners
Investment advisors