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Success as a Financial Advisor for Dummies by Dummies Press

Success as a Financial Advisor for Dummies

by Dummies Press
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Book cover type: Paperback
  • ISBN13: 9781119504108
  • Binding: Paperback
  • Subject: N/A
  • Publisher: For Dummies
  • Publisher Imprint: For Dummies
  • Publication Date:
  • Pages: 360
  • Original Price: USD 29.95
  • Language: English
  • Edition: N/A
  • Item Weight: 499 grams
  • BISAC Subject(s): Accounting / Financial

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

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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