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Description
Success as a Financial Advisor For DummiesUnlock your potential with 'Success as a Financial Advisor For Dummies,' a comprehensive guide tailored for both aspiring and experienced financial advisors. This essential resource delivers step by step insights into maximizing your success in the competitive financial advisory landscape. Discover how to align your practice with current regulatory changes, embrace technological advancements, and navigate the complexities of client relationships.
Unlock your potential with 'Success as a Financial Advisor For Dummies,' a comprehensive guide tailored for both aspiring and experienced financial advisors. This essential resource delivers step-by-step insights into maximizing your success in the competitive financial advisory landscape. Discover how to align your practice with current regulatory changes, embrace technological advancements, and navigate the complexities of client relationships.Whether you aim to master the seven core competencies of financial advising or learn effective strategies to attract and retain clients, this book equips you with the knowledge and tools necessary to excel. Gain valuable insights on becoming a true fiduciary and competing against the rising trend of robo-advisors. Transform your advisory approach by understanding the shift from passive to active investing, honing your skills to build enduring client relationships, and fostering a top advisor mindset.
With 384 pages of practical advice, this brand-new edition published by John Wiley & Sons Inc in 2018 is an invaluable tool for financial advisors committed to professional development. Allow up to 6 weeks for free delivery of this must-have addition to your resource library. Note: once your order is placed, it cannot be cancelled.
Note: Shipping for this item is free. Please allow up to 6 weeks for delivery. Once your order is placed, it cannot be cancelled.
Condition: BRAND NEW
ISBN: 9781119504108
Year: 2018
Publisher: John Wiley & Sons Inc (US)
Pages: 384
Description:
A must-have reference for financial advisorsĂ‚Â
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 underwayĂ‚Â
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.
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4.8 ★★★★★
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Product Reviews
★★★★★ 5
Vendor support is excellent
Color: 7-in-1 Black, Size: Rechargeable Set
UPDATE 2: The vendor proactively reached out to me and sent me a replacement. The replacement works well so I’ve given them 5 Stars.
UPDATE: It really doesn’t ever go in straight so every cork is at risk for breaking off. I lowered rating to two. It ultimately works about 85% of the time.
Meh. Works most of the time, but has issues. It wrecks corks much more often than the Brookstone one we had before. It seems to twist in sideways so that it runs along the glass of the bottle neck instead of straight down. This causes it to destroy the corks fairly frequently… and on occasion it destroys it so much that you can’t get the cork out at all.
Pros:
Quiet
Has the bottle sealers and suction.
Recharges on base.
Cons:
Damages corks
Sometimes destroys corks to point of not being able to extract them.
Goes in crooked.
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Reviewed in the United States on January 3, 2026
★★★★★ 5
Great for any wine drinker
Color: 7-in-1 Black, Size: Rechargeable Set
This is really neat and works well. Easy to charge, but read the directions first, and great value. If you like wine, this is a great product.
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Reviewed in the United States on May 16, 2026
★★★★★ 5
Great value and works well
Color: 7-in-1 Black, Size: Rechargeable Set
I wasn’t sure this would compare to the name brand one I’ve had for years but it finally died and I needed a replacement. The Circle Joy amazed me with how easily it removes corks, ejects the cork and vacuum seals the bottle when you’re done. Some reviews mentioned they were concerned with durability but it’s still working great and no signs of wear after two months of regular use.
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Reviewed in the United States on May 14, 2026
★★★★★ 5
Great value and does the job admirably.
Color: 7-in-1 Black, Size: Rechargeable Set
I have been using this for several months now. Still haven't needed a charge. Love the little knife to remove cover from cork. Love the decanting attachment. Removes cork easily without much noise and then spits it out. Excellent value. Highly recommend.
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Reviewed in the United States on May 17, 2026
★★★★★ 5
Easy to operate.
Color: Black/Battery
Very easy to operate. I was a little confused on how it operated but all I had to do is sit it on top of the can and it operates by itself. When it is done, the lid can be removed or set on top of the can. It doesn't leave any sharp edges. I was using a hand held one but because I have arthritis in my wrist, it is worth the price easy enough for seniors or disabled
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Reviewed in the United States on May 29, 2026