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

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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

Specifications

Publisher John Wiley & Sons Inc
Mfg Part# 9781118062883
SKU 220425901
Format Hardcover
ISBN10 1118062884
Release Date 10/25/2011
Physical
Dimensions (in Inches) 9.75H x 6.5L x 1.25T
From the Publisher
Editors Note 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, 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 mediaCovers 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 needsVP 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
eBooks Kobo
Book Format Hardcover
Number of Pages 0370
Publisher John Wiley & Sons

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