Success as a Financial Advisor For Dummies

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26,90 

ISBN: 1119504104
ISBN 13: 9781119504108
Autor: Illan, Ivan M
Verlag: Wiley-VCH GmbH
Umfang: 384 S.
Erscheinungsdatum: 01.01.2019
Auflage: 1/2019
Produktform: Kartoniert
Einband: KT

* Master the seven core competencies * Foster strong client relationships * Deliver value to your clients A musthave reference for financial advisors Inside, you’ll find out what you need to know to start your career as a financial advisor, including turning your personal experience into a professional asset and ensuring that your own finances are in order. This handy guide then explains 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. Inside. * Have a top advisor mindset * Attract and win new business * Pick the right clients * Benchmark your performance * Start your own firm * Build your own practice

Artikelnummer: 5699781 Kategorie:

Beschreibung

A must-have reference for financial advisors In stepbystep detail, Success as a Financial Advisor For Dummies covers how a current or wouldbe financial advisor can maximize their professional success through a series of behaviors, activities, and specific clientcentric 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.

Autorenporträt

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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