много монет - брату нумизмату

Success as a Financial Advisor For Dummies

Success as a Financial Advisor For Dummies
Автор: Ivan Illan M.
Дата написания:
Издательство: John Wiley & Sons Limited
ISBN: 9781119504092
Цена: 2400.10 Руб.
заказать | скачать | читать

A must-have reference for financial advisors 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. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.

Гениальная мысль: Основная разница между литературой и жизнью состоит в том, что… в книгах процент самобытных людей очень высок, а тривиальных - низок; в жизни же все наоборот.

Отличная шутка: Идут по улице подвыпившие доллар и фунт стерлингов. Навстречу молодая, красивая, изящная, воздушная, в короткой юбочке. Доллар: - Давай ее закадрим, познакомимся и полюбим! - Ты что, офигел! Это же украинская гривна! Еще инфляцию подцепишь!