Getting started as a financial advisor. Looking at the big picture ; Deciding whether you're geared to be a financial advisor ; Performing a self background check ; Deciding to work for a firm or build your own practice ; Surveying the regulatory landscape: the fiduciary standard
Mastering core competencies. Pursuing professional development ; Getting budgeting under your belt ; Brushing up on asset management ; Delving into liability management ; Excelling in estate planning ; Tackling taxation ; Getting up to speed on behavioral finance
Providing superior, personalized service. Formalizing your client due diligence process ; Developing a personalized financial plan ; Offering collaborative value-added advice ; Adjusting your service level to different clients ; Benchmarking performance
Building your clientele. Earning clients and making a career for a lifetime ; Raising your profile with networking and marketing ; Teaming up to build synergies
Running your practice as a business. Transitioning from solo practitioner to business owner ; Structuring your firm as a well-oiled machine ; Divvying up your business: equity participation ; Ensuring business continuity and planning for succession
The part of tens. Ten tips for being a successful financial advisor ; Ten business-building activities
Appendix: financial advisor resources.
