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Success as a Financial Advisor For Dummies

ISBN: 9781119504108
List Price: $29.99

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Overview

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.

This book title, Success as a Financial Advisor For Dummies, ISBN: 9781119504108, by Dummies Press, Ivan Illan, published by Wiley (December 6, 2018) is available in paperback. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days. Expedited shipping is also available.

Unlike Amazon and other retailers who may also offer Success as a Financial Advisor For Dummies books on their website, we specialize in large quantities and provide personal service, from trusted, experienced, friendly people in Portland, Oregon. We offer a Price Match Guarantee, and QuickQuote form, to make purchasing quick and easy.

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Product Details

Author:
Ivan M. Illan
Format:
Paperback
Pages:
384
Publisher:
Wiley (December 6, 2018)
Language:
English
Audience:
General/trade
ISBN-13:
9781119504108
Case Pack:
20
File:
Wiley-wiley_incremental_May23-May30_2023-20230530.xml
Folder:
Wiley
List Price:
$29.99
As low as:
$20.69
Shipping Origin:
Wiley-1
Publisher Identifier:
P-WIL
Discount Code:
D
Weight:
17.6oz
Dimensions:
7.3" x 9.2" x 0.9"

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