Efnisyfirlit

• Cover
• Introduction
  • About This Book
  • Foolish Assumptions
  • Icons Used in This Book
  • Where to Go from Here
• Part 1: Getting Started as a Financial Advisor
  • Chapter 1: Looking at the Big Picture
    • Understanding What a Financial Advisor Does (or Should Do)
    • Evaluating Yourself: Do You Have What It Takes?
    • Deciding Whether to Fly Solo or Work in a Firm
    • Taking Inventory: What You Need to Know
    • Providing Superior Service to Your Clients
    • Growing Your Client Base
    • Moving Up: Starting Your Own Firm
  • Chapter 2: Deciding Whether You’re Geared to Be a Financial Advisor
    • Evaluating Your Personality Traits
    • Questioning Your Motivations
    • Balancing Leadership and Service
  • Chapter 3: Performing a Self Background Check
    • Choosing a Career Path
    • Capitalizing on Your Personal Experience
    • Evaluating Your Financial Position
  • Chapter 4: Deciding to Work for a Firm or Build Your Own Practice
    • Knowing Your Options
    • Investigating Different Revenue Models
    • Getting On-the-Job Training as an Employee
    • Finding Employment as an Independent Contractor
    • Becoming a Registered Investment Advisor
  • Chapter 5: Surveying the Regulatory Landscape: The Fiduciary Standard
    • Familiarizing Yourself with Your Role as Financial Advisor
    • Recognizing the Confusion over Obligations and Care Standards
    • Sifting through the Clouds of Bureaucracy
    • Governing Itself: Industry Organizations Weigh In
    • Looking to the Future
• Part 2: Mastering Core Competencies
  • Chapter 6: Pursuing Professional Development
    • Identifying the Core Competencies
    • Getting a Formal Education
    • Obtaining Your Licenses to Practice
    • Applying Certifications across the Financial Advisory Spectrum
    • Embracing Continuing Education
  • Chapter 7: Getting Budgeting under Your Belt
    • Guiding Clients on Household Budgeting
    • Exploring Helpful Technology Tools
    • Leveraging the Power of Auto Pay and Payroll Deductions
  • Chapter 8: Brushing Up on Asset Management
    • Developing a Client’s Investment Policy Statement
    • Agreeing on an Investment Philosophy
    • Cautioning Clients on “Hot Money” Investments
    • Comparing Revenue/Compensation Models
  • Chapter 9: Delving into Liability Management
    • Assessing a Client’s Risk Profile
    • Reviewing Insurance Lines and Products
    • Comparing Revenue/Compensation Models
  • Chapter 10: Excelling in Estate Planning
    • Addressing Estate Planning Essentials
    • Preparing for Estate Settlement Complications
    • Helping Clients Pass along Values, Not Just Wealth
    • Teaming Up with Estate Planning Attorneys and Family Accountants
  • Chapter 11: Tackling Taxation
    • Reminding Yourself That You’re Not an Accountant
    • Adding a Tax Advisor to the Team
    • Managing Capital Gains: Don’t Let the Tail Wag the Dog
    • Using Tax-Deferred Accounts to Maximize Compounding Returns
    • Exploring Tax-Free and Tax-Lighter Investments
    • Slashing Taxes with Retirement, College, and Health Savings Accounts
    • Taking a Nibble Out of Taxes with Charitable Contributions
  • Chapter 12: Getting Up to Speed on Behavioral Finance
    • Recognizing Irrational Factors That Drive Thinking and Behaviors
    • Muting Irrational Thoughts and Behaviors
    • Appealing to the Rational Side of Your Client’s Brain
    • Riding Out Market Cycles: Balancing Fear and Greed
• Part 3: Providing Superior, Personalized Service
  • Chapter 13: Formalizing Your Client Due Diligence Process
    • Deciding Whether You Want Clients or Consumers
    • Considering the Factors That Really Matter
    • Mastering the Four As of Due Diligence
  • Chapter 14: Developing a Personalized Financial Plan
    • Obtaining Your Client’s Input
    • Going Deep and Broad with Every Client
    • Outlining a Client’s Financial Plan
    • Making Your Job Easier with Tools and Guides
    • Reviewing the Plan Regularly
  • Chapter 15: Offering Collaborative Value-Added Advice
    • Recognizing the Benefits of a Collaborative Approach
    • Collaborating to Serve Your Clients Better
    • Taking on the Role of Your Team’s Quarterback
  • Chapter 16: Adjusting Your Service Level to Different Clients
    • Building a Tiered Client Service Model
    • Scoring Your Clients
    • Rewarding Quality Clients
  • Chapter 17: Benchmarking Performance
    • Measuring Portfolio Success Against a Chosen Index
    • Riding the Personal Benchmark Trend
    • Tailoring Performance to Each Client’s Needs
    • Own It! Don’t Make Excuses for Poor Performance
• Part 4: Building Your Clientele
  • Chapter 18: Earning Clients and Making a Career for a Lifetime
    • Adding Value before Asking for Referrals
    • Speaking to Clients in Plain English
    • Showcasing Your Value Proposition
    • Being Humble and Honored to Serve Your Clients
  • Chapter 19: Raising Your Profile with Networking and Marketing
    • Establishing an Online Presence
    • Getting Connected in the Real World
    • Building Your Own Sales Force
    • Promoting Yourself over the Long Haul
  • Chapter 20: Teaming Up to Build Synergies
    • Choosing Your Preferred Role: Lone Wolf or Leader of the Pack
    • Collaborating with Other Financial Advisors
• Part 5: Running Your Practice as a Business
  • Chapter 21: Transitioning from Solo Practitioner to Business Owner
    • Gut Check: Deciding Whether Starting Your Own Firm Is the Right Move for You
    • Putting All the Pieces in Place
    • Measuring Success in Terms of Profit Margin
    • Achieving Growth through Mergers and Acquisitions
    • Planning Your Exit Strategy
  • Chapter 22: Structuring Your Firm as a Well-Oiled Machine
    • Organizing Your Business by Department
    • Identifying Business Development’s Focus Areas
    • Delegating Responsibilities to Client Service Associates
    • Assigning Administrative/Operational Responsibilities
  • Chapter 23: Divvying Up Your Business: Equity Participation
    • Keeping Some Profits in the Firm
    • Adopting a Founder Mentality
    • Offering Equity Buy-in to Team Members
    • Proceeding When Equity Ownership Doesn’t Matter
  • Chapter 24: Ensuring Business Continuity and Planning for Succession
    • Creating a Hit-by-the-Bus Business Continuity Plan
    • Protecting Your Heirs’ Interests with a Buy-Sell Agreement
    • Planning for Succession
• Part 6: The Part of Tens
  • Chapter 25: Ten Tips for Being a Successful Financial Advisor
    • Let Your Conscience Be Your Guide
    • Beware of False Profits
    • Protect Your Clients from Predators
    • Don’t Use Big Words
    • Remember That Good Service Makes Up for Other Shortcomings
    • Be Active in a Community Cause
    • Be Eager to Acquire New Information and to Share What You Know
    • Focus More on Skills, Less on Tools
    • Appreciate the Trust Your Clients Place in You
    • Always Ask: What If I’m Wrong?
  • Chapter 26: Ten Business-Building Activities
    • Schedule Client Review Meetings
    • Keep a Log of Friends and Family That Your Clients Mention
    • Sponsor One Charitable Event Each Year
    • Break Bread with Your Best Clients
    • Be Responsive: Practice the Same-Day Rule
    • Attend Every Party You’re Invited to
    • Have an Elevator Pitch
    • Welcome All Prospects, Large or Small
    • Stop Selling and Start Telling Stories
    • Be Active on Social Media
• Appendix: Financial Advisor Resources
  • Professional Licensing Bodies
  • Professional Development Resources
  • Trade Publications and Resources
  • Consultants and Books
• Index
• About the Author
• Advertisement Page
• Connect with Dummies
• End User License Agreement

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