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Success as a Financial Advisor for Dummies, Paperback/Ivan M. Illan

Name: Success as a Financial Advisor for Dummies, Paperback/Ivan M. Illan
Brand: For Dummies
SKU: 3faafa25a310a1f123a55bbacbd4b9cd
Price: 166.99 RON
Availability: InStock

Vânzător

elefant.ro

Cumpără

Pret

166.99 Lei

Categorie (vânzător)

Foreign Books

Marca

For Dummies

Produs actualizat în urmă cu 1 lună

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Success as a Financial Advisor - Disponibil la elefant.ro

Pe YEO găsești Success as a Financial Advisor de la For Dummies, în categoria Foreign Books.

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Preț: 166.99 Lei

Caracteristicile produsului Success as a Financial Advisor

Brand: For Dummies
Categoria: Foreign Books
Magazin: elefant.ro
Ultima actualizare: 13-07-2026 00:25:33

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Descriere magazin:
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. About the author Ivan M. Ill n, 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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