Success as a Financial Advisor For Dummies
$45.60
- Paperback
384 pages
- Release Date
15 November 2018
Summary
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…
Book Details
| ISBN-13: | 9781119504108 |
|---|---|
| ISBN-10: | 1119504104 |
| Author: | Ivan M. Illan |
| Publisher: | John Wiley & Sons Inc |
| Imprint: | For Dummies |
| Format: | Paperback |
| Number of Pages: | 384 |
| Release Date: | 15 November 2018 |
| Weight: | 499g |
| Dimensions: | 25mm x 185mm x 234mm |
| Series: | For Dummies |
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Ivan M. Illan
Ivan M. Illán, CFS, has directly raised and managed over $1B in assets from both institutional and retail clients. He’s the founder and chief investment officer of an independent wealth management firm based in Los Angeles. As a Forbes Contributor, an Investopedia Premier Advisor, and Five Star Wealth Manager, Ivan’s insights are published routinely on both the financial advisory profession and capital markets.
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