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Success as a Financial Advisor For Dummies by Ivan M. Illan at Abbey's Bookshop,
Success as a Financial Advisor For Dummies
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Ivan M. Illan Ivan Illan

Success as a Financial Advisor For Dummies

Ivan M. Illan,  Ivan Illan

$49.95

Paperback

Not in-store but you can order this
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English
For Dummies
16 November 2018
Financial accounting
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.
By:   ,
Imprint:   For Dummies
Country of Publication:   United States [Currently unable to ship to USA: see Shipping Info]
Dimensions:   Height: 234mm,  Width: 185mm,  Spine: 25mm
Weight:   522g
ISBN:   9781119504108
ISBN 10:   1119504104
Pages:   384
Publication Date:  
Audience:   General/trade ,  ELT Advanced
Format:   Paperback
Publisher's Status:   Active

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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