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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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4.4 ★★★★★
Based on 12 reviews
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Product Reviews
★★★★★ 4
Solid Kids Sandals, Overpriced Like Most Kids Shoes 🌞
Size: 11 Little Kid, Color: Brown, Size: 11 Little Kid, Color: Brown
My son hasn’t worn these yet since it’s December in Indiana and sandals + snow obviously don’t mix. 😂 So this review is based on first impressions rather than long term wear.
That said, these seem wider than a lot of typical kids’ sandals, which I REALLY appreciate since we tend to have wider feet in our family. #hobbitfeet
The quality feels pretty decent overall. They’re described as lightweight, and while they’re not insanely lightweight, they do have enough weight to feel semi-sturdy and not flimsy or cheap. I like the style and color, and I think they’ll work well for my son once warmer weather hits.
My main complaint is the price. At just under $24 at the time of this review, it feels a little high for kids’ sandals and for what these are. I really feel like $20 MAX would make more sense. Kids shoes are almost always priced like adult shoes, even though they clearly use less material, and that’s hard for me to understand and wrap my mind around. Overall, these seem solid for daily wear, I just wish the price was a bit more reasonable and affordable.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on December 31, 2025
★★★★★ 5
Great basic and timeless design
Size: 12 Little Kid, Color: Brown
These sandals are a great find! They’re super easy to get on and off thanks to the Velcro straps, which is a huge win for little ones learning to be more independent. The fit is adjustable and secure, so they stay in place well during all kinds of play.
The cork-style footbed is comfortable and gives good support, and the overall design feels sturdy enough to handle everyday wear. They’re lightweight but still durable, and have held up really well so far.
They also have a classic, versatile look that goes with just about everything, perfect for summer outfits. Overall, a reliable, comfortable sandal that’s great for active kids. Would definitely buy again!
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Reviewed in the United States on April 24, 2026
★★★★★ 5
Great option for boys or girls
Size: 13 Little Kid, Color: Black, Size: 13 Little Kid, Color: Black
This is really more of a unisex option for a sandal. I have sandals that look like this, and both of my children have worn this style. I ordered these for my daughter, with the plan to pass them down to my son if they're not too worn when she outgrows them. The style is very minimalistic, so it goes with lots of outfits. All the straps are easily adjustable, so you can get a good fit. I would say the length is true to size, but the width is maybe a bit wide. Nevertheless, the adjustable straps really help them fit well. They feel really sturdy and I appreciate that the sole has cushion to it. My daughter has worn these every day since I got them out of the closet and they're holding up well.
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Reviewed in the United States on February 19, 2026
★★★★★ 5
Fast shipping
Size: 5 Big Kid, Color: Black
Good sandals, the kid just didn't want them. Fast shipping and easy returns!
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Reviewed in the United States on June 11, 2026
★★★★★ 5
Great shoes
Size: 6 Toddler, Color: Brown
Perfect for little ones
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 28, 2026
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