Vândut de elefant.ro
DescriptionA 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, youll 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, youll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more.Master the seven core competenciesAttract and win new businessPick the right clientsBenchmark your performanceStart your own firmBrimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.About the authorIvan M. Ill n, CFS, has directly raised and managed over $1B in assets from both institutional and retail clients. Hes 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, Ivans insights are published routinely on both the financial advisory profession and capital markets.
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Vânzător: Elefant.ro
Brand: For Dummies
