Success as a financial advisor for dummies 2019
(Book)

Book Cover
Average Rating
Published:
Hoboken, New Jersey : John Wiley & Sons Inc., [2019].
Format:
Book
Physical Desc:
xiv, 360 pages : illustrations ; 24 cm.
Status:
Eastport-Annapolis Neck Library - Nonfiction
332.024 I 2019
Maryland City at Russett Library - Nonfiction
332.024 I 2019
Mountain Road Library - Nonfiction
332.024 I 2019
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.

Also in This Series
Copies
Location
Call Number
Status
Eastport-Annapolis Neck Library - Nonfiction
332.024 I 2019
On Shelf
Maryland City at Russett Library - Nonfiction
332.024 I 2019
On Shelf
Mountain Road Library - Nonfiction
332.024 I 2019
On Shelf
Odenton Library - Nonfiction
332.024 I 2019
On Shelf
Severna Park Library - Nonfiction
332.024 I 2019
Checked Out
More Like This
More Details
Language:
English
ISBN:
9781119504108, 1119504104

Notes

Bibliography
Includes bibliographical references and index.
Description
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.
Citations
APA Citation (style guide)

Illán, I. M. (2019). Success as a financial advisor for dummies 2019. Hoboken, New Jersey: John Wiley & Sons Inc.

Chicago / Turabian - Author Date Citation (style guide)

Illán, Ivan M.. 2019. Success As a Financial Advisor for Dummies 2019. Hoboken, New Jersey: John Wiley & Sons Inc.

Chicago / Turabian - Humanities Citation (style guide)

Illán, Ivan M., Success As a Financial Advisor for Dummies 2019. Hoboken, New Jersey: John Wiley & Sons Inc, 2019.

MLA Citation (style guide)

Illán, Ivan M.. Success As a Financial Advisor for Dummies 2019. Hoboken, New Jersey: John Wiley & Sons Inc, 2019. Print.

Note! Citation formats are based on standards as of July 2010. Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy.
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Grouped Work ID:
30f1505a-af81-1905-3da7-347a6afd91af
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Record Information

Last File Modification TimeOct 07, 2019 04:13:22 AM
Last Grouped Work Modification TimeOct 07, 2019 04:11:17 AM

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5050 |a Getting started as a financial advisor. Looking at the big picture ; Deciding whether you're geared to be a financial advisor ; Performing a self background check ; Deciding to work for a firm or build your own practice ; Surveying the regulatory landscape: the fiduciary standard -- Mastering core competencies. Pursuing professional development ; Getting budgeting under your belt ; Brushing up on asset management ; Delving into liability management ; Excelling in estate planning ; Tackling taxation ; Getting up to speed on behavioral finance -- Providing superior, personalized service. Formalizing your client due diligence process ; Developing a personalized financial plan ; Offering collaborative value-added advice ; Adjusting your service level to different clients ; Benchmarking performance -- Building your clientele. Earning clients and making a career for a lifetime ; Raising your profile with networking and marketing ; Teaming up to build synergies -- Running your practice as a business. Transitioning from solo practitioner to business owner ; Structuring your firm as a well-oiled machine ; Divvying up your business: equity participation ; Ensuring business continuity and planning for succession -- The part of tens. Ten tips for being a successful financial advisor ; Ten business-building activities -- Appendix: financial advisor resources.
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