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Success as a Financial Advisor For Dummies

Autor I Illan
en Limba Engleză Paperback – 31 dec 2018
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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Specificații

ISBN-13: 9781119504108
ISBN-10: 1119504104
Pagini: 384
Dimensiuni: 187 x 235 x 21 mm
Greutate: 0.5 kg
Editura: Wiley
Locul publicării:Hoboken, United States

Public țintă

A must–have reference guide to more than 635,000 FINRA Registered Reps across 3,771 Member Firms and 385,700 Insurance Sales Agents. Additionally, millions of retail investors are faced routinely with the nagging question of whether or not they are working with a financial advisor who is truly looking out for their best interest. Secondary audience:  Students studying finance looking to get into this industry.  Perfect course supplement.

Notă biografică

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.

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