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Success as a Financial Advisor For Dummies
book

Success as a Financial Advisor For Dummies

by Ivan M. Illan
December 2018
Beginner content levelBeginner
384 pages
9h 53m
English
For Dummies
Content preview from Success as a Financial Advisor For Dummies

Chapter 1

Looking at the Big Picture

IN THIS CHAPTER

Bullet Deciding the kind of financial advisor you want to be

Bullet Conducting a quick self-assessment

Bullet Getting up to speed on the basics

Bullet Building and growing your client base

Bullet Making the leap to starting and running your own firm

Becoming a successful financial advisor is a process that involves deciding the kind of financial advisor you want to be, developing the personal and professional attributes that make you a natural for the job, obtaining the formal education and training required, gaining on-the-job experience, and then honing your skills as you build your practice.

The acid test is whether you consistently enable clients to achieve their financial goals. This test sounds easy enough, but like any marathon or triathlon, the path to victory is strewn with potential pitfalls. Success depends on your ability to carefully balance your clients’ risks and returns (their liabilities and assets) while keeping them from veering off course. To ...

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Publisher Resources

ISBN: 9781119504108Purchase book