Illan, Ivan M.
Success as a Financial Advisor For Dummies
- ISBN 13:
- 9781119504108
- author:
- Illan, Ivan M.
- format:
- Paperback / softback
- publisher:
- John Wiley & Sons Inc
- language:
- English
- Publication Year:
- 2018
- Pages:
- 384
- Dimensions:
- 23.4 x 18.6 x 2 centimetres (0.5
- Genre:
- Business, Accounting, Financial
- Condition:
- New
- Availability:
- Item usually sent within 10 working days
Description
Maximise your professional success as a financial advisor with this expert guide. Success as a Financial Advisor For Dummies provides step-by-step advice on how to build and maintain strong client relationships, stay ahead of regulatory changes, and compete in the ever-evolving financial services industry.
Inside, you'll discover practical tips on becoming a true fiduciary, navigating the growing field of robo-advisors, and understanding the passive investing trend. With expert advice on seven core competencies, including attracting new business, benchmarking performance, and starting your own firm, this book is an invaluable resource for both new and experienced financial advisors.
Related Products
Related Products
Financial Spread Betting For Dummies
Vanya Dragomanovich
Financial Risk Management For Dummies
Aaron Brown
Successful Time Management For Dummies
Dirk Zeller
Storyselling for Financial Advisors: How Top Producers Sell
West, Scott
Financial Management for Non-Financial Managers (Strategic Success)
Marsh, Clive