Ivan M. Illan (Knihy)

Ivan M. Illan Knihy

Tento autor sa zameriava na oblasti financií a filozofie, pričom využíva svoje vzdelanie a odborné znalosti na hlbšie pochopenie finančného sveta. Jeho diela sa pravdepodobne zaoberajú komplexnými vzťahmi medzi osobnými financiami a širšími filozofickými konceptmi. S praktickými skúsenosťami v budovaní nezávislej poradenskej praxe pre významných klientov prináša do svojich textov jedinečnú perspektívu. Čitatelia môžu očakávať prenikavé postrehy, ktoré spájajú teoretické princípy s reálnymi finančnými výzvami.

Success as a Financial Advisor For Dummies

384 stránok
14 hodin čítania

3,5(2)Ohodnotiť

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. Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.