Exploring Advice: What You Need to Know About Good Financial Advice, a Quality Financial Plan and the Role of a Fiduciary
Language: English
Published by CreateSpace Independent Publishing Platform, 2016
- Softcover
- Used
Seller: World of Books Inc, Montgomery, IL, U.S.A.World of Books Inc
AbeBooks seller since March 23, 2026
Condition: Used - Very good
US$ 7.13
Quantity: 1 available
Add to basketSeller Inventory # CIN1530710774VG
- Title
- Exploring Advice: What You Need to Know About Good Financial Advice, a Quality Financial Plan and the Role of a Fiduciary
- Author
- Kevin Knull 39 Contributors
- Publisher
- CreateSpace Independent Publishing Platform
- Publication year
- 2016
- Condition
- Very Good
- Binding
- Paperback
- Language
- English
- ISBN 10
- 1530710774
- ISBN 13
- 9781530710775
The financial industry is undergoing a revolutionary shift driven by five key factors: the Department of Labor’s new regulations, asset management commoditization, fee compression, an increasingly competitive environment and a more informed consumer. Financial advisors are grappling with how to serve their clients’ best interests, profitably grow their businesses and navigate the evolving landscape.
Author Kevin Knull, CFP® helps define a path to success by exploring three questions:What is good financial advice? What constitutes a quality financial plan? What does it mean to be a fiduciary?
Based on research, qualitative insight from hundreds of conversations with industry advisors, regulators, attorneys, academics and consultants, and data from over 1 million plans, Knull outlines the elements of a quality financial plan, how a quality financial plan is an effective and prudent way to comply with the DOL regulations and how it can help financial advisors differentiate their firms in a challenging environment.
In an unprecedented forum, 39 key thought leaders – including CEOs and executives from wirehouses, regional, independent and retail broker-dealers, global and regional banks, investment advisory firms, consultants, a leading ERISA attorney and even a former U.S. Securities and Exchange Commissioner – explore and share unedited insight and best practices for good financial advice, a quality financial plan and the role of a fiduciary.
Readers will be enlightened and challenged as they too find themselves Exploring Advice.
"Synopsis" may belong to another edition of this title.
About the Author
"About the title" may belong to another edition of this title.
World of Books Inc
Montgomery, IL, U.S.A.
AbeBooks seller since March 23, 2026
Shipping rates within U.S.A.
| Item | 4 to 12 business days | 3 to 6 business days |
|---|---|---|
| First item | US$ 0.00 | US$ 10.95 |
Payment methods
Store description
Founded in 2002, World of Books is a leading online destination for buying and selling both preloved and new books, committed to making sustainable reading accessible to all. With a mission to help people read more and waste less, World of Books offers a huge range of affordable, high-quality books — giving both new and preloved titles a second life. The company also operates World of Books – Sell Your Books, an easy-to-use platform that allows customers to trade in unwanted books for cash, helping to keep books in circulation while promoting sustainability. As a Certified B Corp, World of Books is driven by a vision to become the world’s largest and most sustainable dedicated online bookstore. The company measures its success through the positive environmental impact it creates, the value it provides to customers, and its ability to operate profitably while supporting its sustainable mission …
Specialty
Second Hand - All GenreSeller's business information
SBYB, Inc.
900 Knell Road
Montgomery, IL U.S.A. 60538