The New Advisor For Life: Become The Indispensable Financial Advisor To Affluent Families
Author :Stephen D Gresham
Condition : New
Binding : Hard-Back
Pages : 384
Publisher : John Wiley & Sons
Language : N/A
Publication Year : N/A
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‰ÛÒand‰ÛÒcoming advisors. With a particular focus on the generation X and Y concern with debt management and long‰ÛÒterm 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‰ÛÒinformed but not appearing condescending.
What today‰Û_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‰Û_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‰ÛÒpoint 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‰Û_s top firms.
Author :Stephen D Gresham
Condition : New
Binding : Hard-Back
Pages : 384
Publisher : John Wiley & Sons
Language : N/A
Publication Year : N/A
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‰ÛÒand‰ÛÒcoming advisors. With a particular focus on the generation X and Y concern with debt management and long‰ÛÒterm 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‰ÛÒinformed but not appearing condescending.
What today‰Û_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‰Û_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‰ÛÒpoint 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‰Û_s top firms.
