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The New Advisor for Life pdf offers a fresh look at what would have otherwise been a jaded topic. The author of The New Advisor for Life pdf book draws on a vast knowledge bank of insights and experience to execute this work.
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.
Publisher : Wiley; 1st edition (September 28, 2011)
Language : English
Hardcover : 384 pages
ISBN-10 : 1118062884
ISBN-13 : 978-1118062883
Item Weight : 1.44 pounds
Dimensions : 6 x 1.06 x 9 inches
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