The New Advisor for Life
Author : Stephen D. Gresham
Publisher : John Wiley & Sons
Total Pages : 384
Release : 2011-09-09
ISBN 10 : 9781118148723
ISBN 13 : 111814872X
Language : EN, FR, DE, ES & NL

The New Advisor for Life Book Description:

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 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.


The New Advisor for Life
Language: en
Pages: 384
Authors: Stephen D. Gresham
Categories: Business & Economics
Type: BOOK - Published: 2011-09-09 - Publisher: John Wiley & Sons

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 ma
Advisor for Life
Language: en
Pages: 384
Authors: Stephen D. Gresham
Categories: Business & Economics
Type: BOOK - Published: 2011-01-06 - Publisher: John Wiley & Sons

"The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors--if they can provide the kinds of creative and flexible strategies t
How to Build Your Financial Advisory Business and Sell It at a Profit
Language: en
Pages: 304
Authors: Al Depman
Categories: Business & Economics
Type: BOOK - Published: 2009-10-21 - Publisher: McGraw Hill Professional

Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportun
The Life First Advisor
Language: en
Pages:
Authors: Lavalley Barry
Categories:
Type: BOOK - Published: 2017-07-15 - Publisher:

This isn't just another practice management book, but a template for a new approach to being a valued financial advisor.
Representing the Professional and Closely Held Business
Language: en
Pages:
Authors:
Categories: Close corporations
Type: BOOK - Published: 2006 - Publisher:

4 Steps to Financial Security for Lesbian and Gay Couples
Language: en
Pages: 296
Authors: Harold L. Lustig
Categories: Business & Economics
Type: BOOK - Published: 1999 - Publisher: Ballantine Books

A thorough, accessible guide, written by an author with long experience in the field, shows readers the way to long-term, mutual financial security through four
J.K. Lasser Pro Advising Mature Clients
Language: en
Pages: 247
Authors: Neal E. Cutler
Categories: Business & Economics
Type: BOOK - Published: 2002-03-26 - Publisher: John Wiley & Sons

FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETY "Cutler has hit a financial literacy home run. He has done an outstanding job of educating the pro
Dartmouth Alumni Magazine
Language: en
Pages:
Authors:
Categories:
Type: BOOK - Published: 1916 - Publisher:

Rural Educator
Language: en
Pages: 524
Authors:
Categories: Agriculture
Type: BOOK - Published: 1914 - Publisher:

The Rural Educator
Language: en
Pages:
Authors:
Categories: Agricultural education
Type: BOOK - Published: 1914 - Publisher: