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Success as a Financial Advisor for Dummies - Illan, Ivan M
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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 ...

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Success as a Financial Advisor for Dummies 2018, For Dummies

ISBN-13: 9781119504108

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