Master the seven core competencies Foster strong client relationships Deliver value to your clients A must-have reference for financial advisors Inside, 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. Inside... Have a top advisor mindset Attract and win new business Pick the right clients Benchmark your performance Start your own firm Build your own practice
Ik heb een vraag over het boek: ‘Success as a Financial Advisor For Dummies - Illan, Ivan M.’.
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