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Success as a financial advisor
by
Illán, Ivan M., author
in
Financial planners.
/ Investment advisors.
/ BUSINESS & ECONOMICS / Accounting / Financial.
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Success as a financial advisor
by
Illán, Ivan M., author
in
Financial planners.
/ Investment advisors.
/ BUSINESS & ECONOMICS / Accounting / Financial.
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Book
Success as a financial advisor
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Overview
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.
Publisher
John Wiley & Sons, Inc.
ISBN
9781119504108, 1119504104
Item info:
1
item available
1
item total in all locations
| Call Number | Copies | Material | Location |
|---|---|---|---|
| HG179.5.I55 2019 | 1 | BOOK | AUTOSTORE |
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