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HAWAII STATE PUBLIC LIBRARY SYSTEM
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Illán, Ivan M., author.
Subjects
Financial planners.
Investment advisors.
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by author:
Illán, Ivan M., author.
by title:
Success as a financi...
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Success as a financial advisor for dummies / by Ivan Illan.
by
Illán, Ivan M., author.
Hoboken, New Jersey : John Wiley & Sons Inc., [2019]
Subjects
Financial planners.
Investment advisors.
ISBN:
9781119504108 (paperback) :
1119504104 (paperback)
Series:
--For dummies.
Description:
xiv, 360 pages : illustrations ; 24 cm.
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0
Summary:
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.
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Hawaii State Library
Business, Science & Technology
332.62 Il
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Horizon Information Portal 3.25_9884
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