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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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4.7 ★★★★★
Based on 23 reviews
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Product Reviews
★★★★★ 5
Stylish and Functional Storage Solution
Color: Dark Brown
The AMADA HOMEFURNISHING Floating Shelves Wall Mounted Set of 3 stands out as an exceptional choice for those looking to enhance both the storage and aesthetic appeal of their living spaces. These rustic wood shelves, finished in a warm brown, seamlessly blend into various settings, including bedrooms, bathrooms, living rooms, kitchens, and laundry rooms.
One of the most impressive features of these shelves is their versatility. The set of three shelves offers ample space for organizing and displaying a wide range of items, from books and photos to decorative pieces and essential household items. This makes them an ideal solution for maximizing storage while keeping your spaces tidy and stylish.
The rustic wood design not only adds a touch of charm and elegance to any room but also ensures durability and strength. The sturdy construction of these shelves can support a considerable amount of weight, making them practical for everyday use.
Installation is straightforward, thanks to the included hardware and clear instructions. Once mounted, the shelves are secure and provide a stable surface for all your storage needs. Their minimalist design allows them to complement a variety of interior styles, from modern to farmhouse chic.
In summary, the AMADA HOMEFURNISHING Floating Shelves Wall Mounted Set of 3 offers a perfect blend of functionality and aesthetic appeal. Their rustic wood finish, ease of installation, and versatile application across different rooms make them a highly recommended addition to any home. These shelves truly deserve a 5-star rating for their quality, design, and practicality.
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Reviewed in the United States on July 28, 2024
★★★★★ 4
Works great but the angle for the bracket screws seems hard for me
The AMADA HOMEFURNISHING Floating Shelves are a great addition to any home decor. They are easy to install and come with all necessary hardware included. The shelves are made of solid Paulownia wood and have industrial triangle metal brackets that give them a rustic and contemporary style, which is perfect for any design style.
One of the best features of these shelves is their size. With a width of 16.4 inches, they are wider and longer than regular shelves, providing more room for storage. The set includes three shelves of different sizes: large (16.4 × 5.9 × 0.7 inches), medium (14 × 5.9 × 0.7 inches), and small (11.4 × 5.9 × 0.7 inches).
The shelves are sturdy enough to hold up to 40lbs, making them perfect for organizing books, collectibles, plants, and trophies on the wall without occupying floor space. The shelves are available in six different colors, including Grey, Rustic Brown, Black, Brown, White, and Wood, so you can choose the one that best fits your decor.
Overall, these floating shelves are a great value for the price. They are easy to install, sturdy, and add a stylish touch to any room. If you're looking for a way to organize and decorate your home, the AMADA HOMEFURNISHING Floating Shelves are a great choice.
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Reviewed in the United States on March 15, 2023
★★★★★ 5
Great
Great little shelves, easy to put together, very sturdy.
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Reviewed in the United States on March 8, 2026
★★★★★ 5
Good shelves!
Easy enough to assemble and as shown in the pictures you can shape the shelves how you want them. There is one screw hole in the mounting bracket right in the narrow part which makes it difficult to get a screw into. To get around this I just put a screw in at an angle. The quality is decent and I would not overload these by any means. However, if you are looking for cheaper shelves that look decent for light items these will work great.
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Reviewed in the United States on July 10, 2025
★★★★★ 3
Great shelves for the price (~$15), but could be better.
Unlike many others here reviewing the item, I took note of the dimensions & the rough surface of the wood *before* purchasing it & read the instructions that tells you how NOT to assemble it. So my review won't be mentioning how it was smaller than I expected, how unexpectedly rough the wood was, or the fact that it fell off my wall because I didn't read the instructions.
About how NOT to install it- never screw into the board such that the weight is relying on the *screws* to keep it up. Whichever way you place the brackets in relation to the wood, above or below, make sure the weight is ON THE BRACKETS. In other words, *never* screw in from THE TOP OF the shelf.
The instructions specifically point this out, so if you see any reviews about the screws stripping out of the wood and the thing crashing to the floor-- they didn't read the instructions and they assembled it incorrectly.
And no, unlike what some reviews here are telling you, it is not painted plastic. It is wood.
I sanded it, it's wood. They tell you that in the description of the item, too.
Paulownia, but yes, the weight of it reminds you of styrofoam, which isn't a bad thing. Ive read its a sturdy wood, relative to how much it weighs.
I was already expecting rough boards when I bought it, but on top of that fact the surface had the grossest hand-feel I've ever felt (probably from the surface + the paint they used) that I ended up lightly sanding it with 120 grit (which helped a ton with the feel while also doing very little to the painted surface) and painted it with some white paint that we had on hand (it was originally grey). Much better.
The brackets getting in the way of screwing is awful because I don't have a 90° angle screwdriver, but it worked out alright enough. The resulting angle wasn't severe by any means, but still I recommend making sure you have a 90° angle screwdriver before purchasing because I'd much rather it be nice, clean, flush screws.
One point of serious suggestion for the seller would be that the brackets need more than a quick dot of welding. Even though my brackets came relatively even and all with unbroken welding, judging from other reviews and looking at mine, this is an area that could definitely do with some improvement.
Another suggestion for the seller would be to include a few extra drywall anchors. I ended up breaking three of them trying to get them in my drywall and now I have to go find some replacements.
I think our drywall is about as petrified as our studs because in looking up external sources for the best method of installing these types of anchors (to make sure I wouldn't break any. smh) they recommend to NOT predrill, as these are made with no predrilling in mind.
However, when trying to initially gently hammer them in with my rubber mallet as the instructions stated, they just weren't penetrating the drywall very far and I even made sure to pierce the paint layer (which is recommended if your walls have a thick layer of paint from over the years). I actually ended up quite extensively drilling in order to get the first portion of the anchors (before the threads) into the wall without doing too much damage to the anchors.
Ive gotten two of the three shelves up but can't get the last one up until I get more drywall anchors. So far so good. Lightly hand sanded and a couple coats of paint slapped on them and I quite like them.
Definitely takes a lot of time installing them though, so expect that before going into it.
Rated 3 stars for the gross hand-feel, the brackets needing more welding, the brackets that could've been more even with each other, the lack of warning that you'd need a 90° angle screwdriver, and the lack of backup drywall anchors.
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Reviewed in the United States on November 1, 2023