Ivan M. Illan (Libri)

Ivan M. Illan Libri

Questo autore esplora l'intersezione tra finanza e filosofia, attingendo a una solida formazione accademica e a una profonda esperienza professionale. Il suo lavoro approfondisce probabilmente la complessa relazione tra il processo decisionale finanziario e le più ampie considerazioni filosofiche. Con esperienza pratica nella fondazione di uno studio di consulenza per famiglie ad alto patrimonio netto, offre una prospettiva unica e concreta. I lettori possono aspettarsi analisi approfondite che collegano principi teorici e sfide finanziarie del mondo reale.

Success as a Financial Advisor For Dummies

384pagine
14 ore di lettura

3,5(2)Aggiungi una valutazione

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.