Ivan M. Illan (Livres)

Ivan M. Illan Livres

Cet auteur explore l'intersection des finances et de la philosophie, s'appuyant sur une solide formation universitaire et une expertise professionnelle. Son travail se penche probablement sur la relation complexe entre la prise de décision financière et des considérations philosophiques plus profondes. Fort d'une expérience pratique dans la création d'un cabinet de conseil pour familles fortunées, il offre une perspective unique et ancrée dans la réalité. Les lecteurs peuvent s'attendre à des analyses perspicaces qui relient les principes théoriques aux défis financiers du monde réel.

Success as a Financial Advisor For Dummies

384pages
14 heures de lecture

3,5(2)Évaluer

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.