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24%OFFStephen D. Gresham - The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions - 9781119161608 - V9781119161608
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The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions

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Description for The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions paperback. Num Pages: 224 pages, black & white illustrations. BIC Classification: KF. Category: (P) Professional & Vocational. Dimension: 253 x 177 x 13. Weight in Grams: 464.

Industry experts share their insight and tell you why:

Unified managed accounts represent the future of the managed money industry.
"No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter 2)

Mutual fund wrap accounts are enjoying a resurgence in popularity.
"With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains ... Read more

Exchange-traded funds have exploded in popularity with clients and advisors.
"ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4)

Client demand is fueling the growth of alternative investments.
"Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4)

They'll also teach you how to:

  • Determine if managed account solutions are right for you, your practice, and your clients
  • Transform your financial advisory practice into a wealth management business
  • Differentiate yourself from other advisors
  • Develop a recurring revenue stream that will enable you to grow your business
  • Attract new clients and capture additional assets from existing clients
  • Conduct successful client meetings and host seminars that get results
  • Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media
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Product Details

Format
Paperback
Publication date
2015
Publisher
John Wiley & Sons Inc United States
Number of pages
224
Condition
New
Number of Pages
242
Place of Publication
New York, United States
ISBN
9781119161608
SKU
V9781119161608
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-50

About Stephen D. Gresham
Stephen D. Gresham is Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., the $42 billion asset-management division of The Phoenix Companies. Prior to joining Phoenix, he managed his own wealth-management consulting firm, The Gresham Company, LLC, which served a global clientele of more than fifty financial services companies. He is also author of the recently ... Read more

Reviews for The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions
"A financial advisor catering to high net-worth individuals is advised to have a copy of 'The New Managed Account Solutions Handbook', on his desk! Fund Structures, November 2016

Goodreads reviews for The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions


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