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The New Advisor For Life Become the Indispensable Financial Advisor to Affluent Families (Hardcover)

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The New Advisor For Life Gresham, Stephen D. 1 of 1
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FORMAT: Hardcover
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Learn more about The New Advisor For Life:

Format: Hardcover
ISBN-10: 1118062884
ISBN-13: 9781118062883
Sku: 220425901
Publish Date: 10/25/2011
Dimensions:  (in Inches) 9.75H x 6.5L x 1.25T
Pages:  370
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Expert advice on building an unshakable foundation as a financial advisor to the eliteThe revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, andvalidation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What todays investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a clients investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced--developing a personal finance plan for your clients based on their specific needs VP of Fidelity Investments Steve Gresham presents a 19-point checklist for financial advisors to offer their clients life advice Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the countrys top firms -- *Author: Gresham, Stephen D. *Subtitle: Become the Indispensable Financial Advisor to Affluent Families *Publication Date: 2011/10/25 *Number of Pages: 370 *Binding Type: Hardcover *Language: English *Depth: 1.25 *Width: 6.50 *Height: 9.75
From the Publisher:
Expert advice on building an unshakable foundation as a financial advisor to the elite

The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending.

  • What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media
  • Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs
  • VP of Fidelity Investments Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice"

Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.

Product Attributes

Product attributeeBooks:   Kobo
Product attributeBook Format:   Hardcover
Product attributeNumber of Pages:   0370
Product attributePublisher:   John Wiley & Sons
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