Détails du Produit
978-0-7798-5486-8
Book S.O. Annual/biannual/biennial
Annual volumes supplied on standing order subscription
582 pages
1 volume bound
softcover
2013-11-01
Carswell

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The Financial Advisor's Guide to Excellence: Becoming a World-Class Practitioner
Disponibilité : En stock
45,00 $
Description
World-Class Practitioners, in the financial services industry, are not born – they're made. The Financial Advisor's Guide to Excellence: Becoming a World-Class Practitioner is the book for anyone in the financial services industry (investment advisor, insurance agent, financial planner) who is looking to achieve World-Class Practitioner status. World-Class Practitioners understand that today's client is more knowledgeable and more demanding than ever before. They want investment planning, insurance planning, tax planning, retirement planning and estate planning. They want it all to make sense and they want it to fit their personal goals. And they want it wrapped in a single, comprehensive plan, administered by their most trusted advisor. By examining the three critical roles of today's World-Class Practitioner – The Tactical Technician, The Strategic Manager, and The Enduring Visionary – The Financial Advisor's Guide to Excellence will show financial advisors how to turn every aspect of technical planning, business management, and marketing and prospecting, into well orchestrated, easy to implement, step-by-step processes. In taking this quantum leap towards World-Class Practitioner status, financial advisors will not only significantly impact the lives of the clients they serve, but also that of themselves and their families.
À propos de l'auteur

Daniel Collison has over thirty years of experience in the financial services industry, having worked for many years as a practitioner. He subsequently moved into the managerial role, where he had the responsibility and the privilege of coaching and mentoring financial advisors of all tenure. His primary focus and passion has been on the education and development of financial planners with a specific emphasis on ensuring a comprehensive, holistic approach to financial planning.

Dan has degrees in history and political science from York University, is a Certified Financial Planner (CFP), and is a registered member of the Society of Trust and Estate Practitioners (STEP).

Dan regularly presents workshops and seminars on specialized financial topics to companies, associations, and organizations and is a frequent media commentator on personal financial matters. He is the Managing Partner of the financial services education firm, Advice2Advisors, a board member of the FPSC, and current Chair of FP Foundation Research Committee. He has taught Personal Financial Management, in the MBA Program, at Schulich School of Business, York University, since 1998.

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