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- Success as a Financial Advisor For Dummies
Success as a Financial Advisor For Dummies
Angebote / Angebote:
* 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
Lieferbar in ca. 10-20 Arbeitstagen