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Success as a financial advisor for dummies / by Ivan M. Illan

By: Illan, Ivan M.
Publisher: Hoboken, N.J. : Wiley, 2019Description: xiv, 360 p. ; electronic resource.ISBN: 9781119504108.Subject(s): Financial advisory services | Business startupOnline resources: Download as an eBook
Contents:
GETTING STARTED AS A FINANCIAL ADVISOR: Looking at the big picture -- Deciding whether you're geared to be a financial advisor -- Performing a self background check -- Deciding to work for a firm or build your own practice -- Surveying the regulatory landscape - the fiduciary standard. MASTERING COR COMPETENCIES: Pursuing professional development -- Getting budgeting under your belt -- Brushing up on asset management -- Delving into liability management -- Excelling in estate planning -- Tackling taxation -- Getting up to speed on behavioral finance. PROVIDING SUPERIOR, PERSONALIZED SERVICE: Formalizing your client due diligence process -- Developing a personalized financial plan -- Offering collaborative value-added advice -- Adjusting your service level to different clients -- Benchmarking performance. BUILDING YOUR CLIENTELE: Earning clients and making a career for a lifetime -- Raising your profile with networking and marketing -- Teaming up to build synergies. RUNNING YOUR PRACTICE AS A BUSINESS: Transitioning from solo practitioner to business owner -- Structuring your firm as a well-oiled machine -- Divvying up your business - equity participation -- Ensuring business continuity and planning for succession. THE PART OF TENS: Ten tips for being a successful financial advisor -- Ten business-building activities.
Summary: Offers advice to establish yourself as a financial advisor, including how to build your clientele and what services to offer. Includes top ten tips for building your business.
Item type Home library Call number URL Status Notes Date due Item reserves
EBook EBook International
EBL Ebook (Browse shelf) Link to resource eBook Available as an ebook here
Total holds: 0

GETTING STARTED AS A FINANCIAL ADVISOR: Looking at the big picture -- Deciding whether you're geared to be a financial advisor -- Performing a self background check -- Deciding to work for a firm or build your own practice -- Surveying the regulatory landscape - the fiduciary standard. MASTERING COR COMPETENCIES: Pursuing professional development -- Getting budgeting under your belt -- Brushing up on asset management -- Delving into liability management -- Excelling in estate planning -- Tackling taxation -- Getting up to speed on behavioral finance. PROVIDING SUPERIOR, PERSONALIZED SERVICE: Formalizing your client due diligence process -- Developing a personalized financial plan -- Offering collaborative value-added advice -- Adjusting your service level to different clients -- Benchmarking performance. BUILDING YOUR CLIENTELE: Earning clients and making a career for a lifetime -- Raising your profile with networking and marketing -- Teaming up to build synergies. RUNNING YOUR PRACTICE AS A BUSINESS: Transitioning from solo practitioner to business owner -- Structuring your firm as a well-oiled machine -- Divvying up your business - equity participation -- Ensuring business continuity and planning for succession. THE PART OF TENS: Ten tips for being a successful financial advisor -- Ten business-building activities.

Offers advice to establish yourself as a financial advisor, including how to build your clientele and what services to offer. Includes top ten tips for building your business.

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