Success as a Financial Advisor For Dummies
Success as a Financial Advisor For Dummies by Ivan M. Illan, published by John Wiley & Sons on December 6, 2018, is a comprehensive guide designed for both current and aspiring financial advisors. This 384-page edition provides detailed insights into maximizing professional success through specific behaviors and client-centric strategies. It addresses the evolving regulatory landscape and technological trends affecting financial services, offering practical advice for adapting to these changes.
Readers will find a wealth of information on becoming a true fiduciary, competing with robo-advisors, and understanding the dynamics of passive versus active investing. The book emphasizes the importance of building strong client relationships and developing a top advisor mindset. With a focus on core competencies, attracting new business, and performance benchmarking, this resource serves as a valuable tool for anyone looking to enhance their practice in the financial services industry.
Official synopsis Publisher
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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