Pay in installments of $18.95 with
,
and
Shipping Estimate
USA
- USA
- CAN
- USA
- CAN
Ships within 48 hours · Estimated delivery Jul 16 - Jul 21
Promo Codes Available:
For Your Every Summer RSVP, with Code: SUMMER15
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.
Shipping Notes
- Free Standard Shipping on $100+ Orders to the USA.
- Except Preorder products are shipped in 48 hours.
- Delivery to the USA:
- Standard Shipping : 3-10 business days
- If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
- We offer a 30-day return/exchange service after receiving.
- Final sale items are not eligible for returns or exchanges.
- To process your return/exchange, please contact us at [email protected]
- Please click here for more details>>> Return & Exchange Policy
4.3 ★★★★★
Based on 8 reviews
Sort
Product Reviews
★★★★★ 5
Excellent
Format: Paperback
A great book. It’s on the mark! You won’t be disappointed!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on January 12, 2026
★★★★★ 5
Decree its goodness!
Format: Paperback
A absolute must have. It has taught me so much. I also bought her second one.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on February 6, 2026
★★★★★ 5
A book of Hope
Format: Paperback
This book is life changing! I have bought 2 of them for myself and I continue to buy more as gifts. The declarations in this book draw you close to the truth and teach you to walk in truth. Very uplifting and encouraging. A book of Hope
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on October 6, 2025
★★★★★ 5
Powerful Little Book
Format: Kindle
I enjoyed this book so much that I have the kindle version and the paperback. Sometimes its hard to pray or I don’t know how to pray but I can grab this book and chose the topic I need in that moment. If I am out an about then I pull it up on the kindle app on the phone or iPad. It can be used daily to start your day. Lady’s she even includes a decree/prayer for energy and to keep our hormones balanced!!! It’s the very first decree/prayer in the book. For the end of the day there are decrees on restful sleep and visions and dreams from God. You can start your day with this book and end your day with it. Anything that pops up during the day that overwhelms you then this book probably has the decree you need in that very moment.
I really enjoy that it is written in such a way that I am not praying alone but praying in agreement with others. Where two or more agree on anything it will be done (paraphrased Matt 18-19) I can almost hear Brenda praying these with me sometimes. There is something very comforting knowing that you are not praying these alone.
This book has also helped/encouraged me to start writing my own scripture base decrees.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on June 13, 2021
★★★★★ 5
I highly recommend this book. If you aren't sure how to pray a PRAYER for a specific area in your life or a loved ones life. This is the book for you.
Format: Kindle
I rated it 5 stars because thru my whole life there have been situations PRAYER was needed. I didn't know how to word them. I would just say GOD please help or save my family members, pets, friends, neighbors and myself. From death, hurts, harms and from the enemy. I glorify and thank GOD for this book of decrees. There might be about 100 decrees. Each section is the title, the decree Brenda and others prayed for and are anointed by GOD, scripture from bible, then word of encouragement that gives you examples or what to do. In the word of encouragement it tells you how to decree it for yourself. So it's 2 decrees at the same time. The one Brenda an others prayed for and the one you decree yourself in JESUS name. AMEN. Remember where more than one pray for the same thing, believe it and it's ours. I will continue to read a few each day. It fills my soul with cheer and joy. GOD bless you. GOD is good. He created this decree book thru his servant for me and others who might need guidance in how to pray and decree.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on January 6, 2021