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

Best in textbook rentals since 2012!

ISBN-10: 1118062884

ISBN-13: 9781118062883

Edition: 2012

Authors: Stephen D. Gresham

List price: $32.00
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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…    
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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

The State of the Advice Industry and Your Opportunities
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
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