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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 25

Ten Tips for Being a Successful Financial Advisor

IN THIS CHAPTER

Bullet Adhering to the highest ethical standards

Bullet Protecting and appreciating your clients

Bullet Turning the fact that you might be wrong to your client’s advantage

Being a successful financial advisor requires more than mastering a collection of tips and techniques. It requires education, experience, and dedication. However, reading through a list of tips is a great way to remind yourself of what you need to do to stay on top of your game.

Here, I give you ten tips for being a successful financial advisor. Some are specific action items, whereas others are more like attitudes or behaviors to adopt. All of them are essential ingredients to making you a well-rounded and thriving member of the financial advisor community. Certainly, you need more than ten tips to become truly successful in this field, but I consider these tips to be the ten essentials.

Let Your Conscience Be Your Guide

You have a conscience that has been instilled in you since birth. It’s that little voice inside your head that makes you question whether a choice is right or wrong. Pinocchio had Jiminy Cricket to make him mindful of temptation. Others ...

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Publisher Resources

ISBN: 9781119504108Purchase book