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

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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. 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.

Steve Gresham has over thirty years' experience in the financial and investment world. He is a Visiting Instructor at the A. Request permission to reuse content from this site. Undetected country. NO YES.

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The New Advisor for Life - Stephen D Gresham - Bok () | Bokus

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Gresham , Hardcover. About this product Product Information "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 their clients will be wanting and needing.

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Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base.

This is the must-read book for all who want to succeed in the financial advisory industry. With the boomers entering retirement, all that's out the window.

The New Advisor for Life

Now the imperatives are income distribution, planning--making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years.

Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team. National Team. Additional Product Features Dewey Edition. About the Author.


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About the Contributors. Chapter 1.


  • Lesson Plans Miracle at Philadelphia?
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  • El camino de la meditacion (Spanish Edition).

Chapter 2. How to Develop a Compelling Investment Philosophy. Chapter 3. Creating a Defined, Effective Investment Process. Chapter 4. Setting Goals: What Really Matters? Chapter 5. Chapter 6.

Chapter 7. Alternative Investments. Chapter 8. Chapter 9. You Can Help Clients Grow. Chapter

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