Success as a Financial Advisor For Dummies

• Master the seven core competencies
• Foster strong client relationships
• Deliver value to your clients

A must-have reference for financial advisors

Inside, you'll find out what you need to know to start your career as a financial advisor, including turning your personal experience into a professional asset and ensuring that your own finances are in order. This handy guide then explains 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.

Inside...

• Have a top advisor mindset
• Attract and win new business
• Pick the right clients
• Benchmark your performance
• Start your own firm
• Build your own practice