{"product_id":"success-as-a-financial-advisor-for-dummies-paperback","title":"Success as a Financial Advisor for Dummies - Paperback","description":"\u003cdiv\u003e\u003cp style=\"text-align: right;\"\u003e\u003ca href=\"https:\/\/reportcopyrightinfringement.com\/\" target=\"_blank\" rel=\"nofollow\"\u003e\u003cb\u003eReport copyright infringement\u003c\/b\u003e\u003c\/a\u003e\u003c\/p\u003e\u003c\/div\u003e\u003cp\u003eby \u003cb\u003eIvan M. Illan\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eA must-have reference for financial advisors\u003c\/b\u003e\u003cb\u003e \u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIn step-by-step detail, \u003ci\u003eSuccess as a Financial Advisor For Dummies\u003c\/i\u003e 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. \u003c\/p\u003e \u003cp\u003eInside, 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eMaster the seven core competencies\u003c\/li\u003e \u003cli\u003eAttract and win new business\u003c\/li\u003e \u003cli\u003ePick the right clients\u003c\/li\u003e \u003cli\u003eBenchmark your performance\u003c\/li\u003e \u003cli\u003eStart your own firm\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eBrimming with practical expert advice, \u003ci\u003eSuccess as a Financial Advisor For Dummies\u003c\/i\u003e is a priceless success tool for any wannabe or experienced financial advisor.\u003c\/p\u003e\u003ch3\u003eBack Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cul\u003e \u003cli\u003eMaster the seven core competencies\u003c\/li\u003e \u003cli\u003eFoster strong client relationships\u003c\/li\u003e \u003cli\u003eDeliver value to your clients\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e\u003cb\u003eA must-have reference for financial advisors\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eInside, 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. \u003c\/p\u003e\u003cp\u003e\u003cb\u003eInside...\u003c\/b\u003e \u003c\/p\u003e\u003cul\u003e \u003cli\u003eHave a top advisor mindset\u003c\/li\u003e \u003cli\u003eAttract and win new business\u003c\/li\u003e \u003cli\u003ePick the right clients\u003c\/li\u003e \u003cli\u003eBenchmark your performance\u003c\/li\u003e \u003cli\u003eStart your own firm\u003c\/li\u003e \u003cli\u003eBuild your own practice\u003c\/li\u003e \u003c\/ul\u003e\u003ch3\u003eAuthor Biography\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eIvan M. Illán, CFS, \u003c\/b\u003e 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 \u003ci\u003eForbes\u003c\/i\u003e 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.\u003c\/p\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 384\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 0.8 x 9.2 x 7.4 IN\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e December 06, 2018\u003c\/div\u003e\n            ","brand":"BooksCloud","offers":[{"title":"Default Title","offer_id":52478830772531,"sku":"9781119504108","price":36.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0300\/5595\/6612\/files\/OXgwYy8zc0xYdHNiWWU5aC84ZU9Jdz09.webp?v=1759661934","url":"https:\/\/www.vysn.com\/en-ca\/products\/success-as-a-financial-advisor-for-dummies-paperback","provider":"VYSN","version":"1.0","type":"link"}