Téléchargez le livre : Success as a Financial Advisor For Dummies

Success as a Financial Advisor For Dummies



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For Dummies


Paru le : 2018-11-13



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Description

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.
Pages
384 pages
Collection
n.c
Parution
2018-11-13
Marque
For Dummies
EAN papier
9781119504108
EAN PDF
9781119504092
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
384
Taille du fichier
10353 Ko
Ce livre est accessible aux handicaps Voir les informations sur l'accessibilité
Prix
27,42 €
EAN EPUB
9781119504139
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
384
Taille du fichier
2365 Ko
Ce livre est accessible aux handicaps Voir les informations sur l'accessibilité
Prix
27,42 €

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