Ivan M. Illan (Books)

Ivan M. Illan Books

This author explores the intersection of finance and philosophy, drawing on a strong academic background and professional expertise. Their work likely delves into the complex relationship between financial decision-making and deeper philosophical considerations. With practical experience founding an advisory practice for high-net-worth families, they offer a unique, grounded perspective. Readers can expect insightful analysis that bridges theoretical principles with real-world financial challenges.

Success as a Financial Advisor For Dummies

384 pages
14 hours of reading

3.5(2)Add rating

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. Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.