New Advisor for Life Become the Indispensable Financial Advisor to Affluent Families

Name: New Advisor for Life Become the Indispensable Financial Advisor to Affluent Families
Price: 5.44 USD
Availability: InStock
ISBN: 9781118062883

ISBN-10: 1118062884

ISBN-13: 9781118062883

Edition: 2012

Authors: Stephen D. Gresham

List price: $32.00

30 day, 100% satisfaction guarantee!

Sell

Get cash fast!

Buy new: $27.29

Marketplace

5 new & used from $5.44

what's this?

Rush Rewards U
Members Receive:

You have reached 400 XP and carrot coins. That is the daily max!

Description:

The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families looks at how to grow and maintain a practice following the market crash and amid investor fears and concerns. The book also delves into this issues facing potential young investors. Generations X and Y are concerned with managing debt and long term investing. What today's investors want in a financial advisor is someone who can cut through the noise and clutter that the financial services industry and the mainstream media, in their many incarnations, have thrown at them. They seek insight, analysis, and validation, and want an advisor who is well-informed but not condescending - an authority, not an…

Book details

List price: $32.00
Copyright year: 2012
Publisher: John Wiley & Sons, Limited
Publication date: 11/18/2011
Binding: Hardcover
Pages: 384
Size: 6.00" wide x 8.90" long x 1.30" tall
Weight: 1.496
Language: English



Acknowledgments



The State of the Advice Industry and Your Opportunities


Introduction



The Value of Advice



Investment Counsel Advice for Life



How to Develop a Compelling Investment Philosophy



Creating a Defined, Effective Investment Process



Setting Goals: What Really Matters?



Defining Risk



Diversification



Alternative Investments



Wealth-Management Advice for Life



Managing Dreams and Fears



You Can Help Clients Grow



All in the Family and Keeping It That Way



Money for Life



Building Your Advisor for Life Practice



What Is Your Value?



How to Price Your Unique Value



The Advisor-Client Tango



Driving Referrals



Selling Yourself



Valuing the Advisor for Life Practice



Taking Care of Number One



Practice Analysis



Investment Policy Statement



Top 20 Client Analysis


About the author


About the Contributors


Index