Pay in installments of $18.95 with
,
and
Shipping Estimate
USA
- USA
- CAN
- USA
- CAN
Ships within 48 hours · Estimated delivery Aug 8 - Aug 13
Promo Codes Available:
For Your Every Summer RSVP, with Code: SUMMER15
Description
Success as a Financial Advisor For DummiesUnlock your potential with 'Success as a Financial Advisor For Dummies,' a comprehensive guide tailored for both aspiring and experienced financial advisors. This essential resource delivers step by step insights into maximizing your success in the competitive financial advisory landscape. Discover how to align your practice with current regulatory changes, embrace technological advancements, and navigate the complexities of client relationships.
Unlock your potential with 'Success as a Financial Advisor For Dummies,' a comprehensive guide tailored for both aspiring and experienced financial advisors. This essential resource delivers step-by-step insights into maximizing your success in the competitive financial advisory landscape. Discover how to align your practice with current regulatory changes, embrace technological advancements, and navigate the complexities of client relationships.Whether you aim to master the seven core competencies of financial advising or learn effective strategies to attract and retain clients, this book equips you with the knowledge and tools necessary to excel. Gain valuable insights on becoming a true fiduciary and competing against the rising trend of robo-advisors. Transform your advisory approach by understanding the shift from passive to active investing, honing your skills to build enduring client relationships, and fostering a top advisor mindset.
With 384 pages of practical advice, this brand-new edition published by John Wiley & Sons Inc in 2018 is an invaluable tool for financial advisors committed to professional development. Allow up to 6 weeks for free delivery of this must-have addition to your resource library. Note: once your order is placed, it cannot be cancelled.
Note: Shipping for this item is free. Please allow up to 6 weeks for delivery. Once your order is placed, it cannot be cancelled.
Condition: BRAND NEW
ISBN: 9781119504108
Year: 2018
Publisher: John Wiley & Sons Inc (US)
Pages: 384
Description:
A must-have reference for financial advisorsĂ‚Â
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 underwayĂ‚Â
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.
Master the seven core competencies
Attract and win new business
Pick the right clients
Benchmark your performance
Start your own firm
Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.
Shipping Notes
- Free Standard Shipping on $100+ Orders to the USA.
- Except Preorder products are shipped in 48 hours.
- Delivery to the USA:
- Standard Shipping : 3-10 business days
- If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
- We offer a 30-day return/exchange service after receiving.
- Final sale items are not eligible for returns or exchanges.
- To process your return/exchange, please contact us at [email protected]
- Please click here for more details>>> Return & Exchange Policy
4.6 ★★★★★
Based on 12 reviews
Sort
Product Reviews
★★★★★ 5
Become a Project Management Pro
Format: Kindle
This book is all about the ins and outs of managing a project from start to finish, and it's broken down so it's easy to understand. The practical examples helped me understand the concepts, and I've been using the tips at work, making my projects run smoother than ever. I especially appreciated the step-by-step guide to implementing these principles.
If you're new to project management, or if you've been winging it and want to step up your game, I'd highly recommend this book.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on July 6, 2023
★★★★★ 5
Great Introduction
Format: Kindle
This was a great introduction to the world of real estate investing. The methods provided were easy to comprehend. Overall great book for beginners!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on December 22, 2024
★★★★★ 5
Easy to use organized guide that takes you step by step through a process
Format: Paperback, Format: Paperback
I've been investing in real estate for 5+ years and have worked for a private equity group as Director of Acquisitions. To be successful as an investor, you need to have a system. That's what I like about Symon's book. He presents a very systematic way to invest in real estate.
The Table of Content presents a strong outline that takes you from the Why of real estate investing to How to expand your portfolio and work with partners.
The book also has several helpful charts and images to drive home each lesson.
Although the book feels comprehensive like a textbook, it's written in a way that's easy to understand and logical to follow.
Symon's approach is also very metrics based (see photos). His scorecards help you test out your ideas by creating objective metrics to look at.
I highly recommend this book!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on August 8, 2020
★★★★★ 4
Good beginner resource
Format: Paperback
Explains things in layman’s terms. Provides lots of examples and basic calculations. Would recommend.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on September 2, 2022
★★★★★ 5
Great book
Format: Paperback
Great book I read 50 pages a day and I'm learning so much. Can't wait to start my real estate journey 😉
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on February 13, 2026