Free PDF Success as a Financial Advisor For Dummies (For Dummies (Business & Personal Finance))
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Success as a Financial Advisor For Dummies (For Dummies (Business & Personal Finance))
Free PDF Success as a Financial Advisor For Dummies (For Dummies (Business & Personal Finance))
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From the Back Cover
Master the seven core competencies Foster strong client relationships Deliver value to your clients A must-have 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
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About the Author
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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Product details
Series: For Dummies (Business & Personal Finance)
Paperback: 384 pages
Publisher: For Dummies; 1 edition (December 6, 2018)
Language: English
ISBN-10: 1119504104
ISBN-13: 978-1119504108
Product Dimensions:
7.3 x 0.9 x 9.2 inches
Shipping Weight: 1.1 pounds (View shipping rates and policies)
Average Customer Review:
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Amazon Best Sellers Rank:
#155,904 in Books (See Top 100 in Books)
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