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23%OFFStephen D. Gresham - The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families - 9781118062883 - V9781118062883
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The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families

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Description for The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families Hardcover. 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. Num Pages: 370 pages, Illustrations. BIC Classification: KFF. Category: (P) Professional & Vocational. Dimension: 235 x 153 x 31. Weight in Grams: 640.
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 ... Read more

  • 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
  • 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.

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Product Details

Format
Hardback
Publication date
2011
Publisher
John Wiley & Sons Inc United States
Number of pages
370
Condition
New
Number of Pages
384
Place of Publication
New York, United States
ISBN
9781118062883
SKU
V9781118062883
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-50

About Stephen D. Gresham
STEVE GRESHAM has over thirty years' experience in the financial and investment world. He is a Visiting Instructor at the A. Alfred Taubman Center for Public Policy and American Institutions at Brown University, and is business chair of Brown's Retirement Readiness Project. Gresham has published more than a hundred articles and has been featured in BusinessWeek, Fortune, Investment News, and ... Read more

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