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

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The New Advisor for Life Become the Indispensable Financial Advisor to Affluent Families by Gresham, Stephen D., 9781118062883
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  • ISBN: 9781118062883 | 1118062884
  • Cover: Hardcover
  • Copyright: 10/25/2011

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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 authoritarian. Going far beyond everyday investment issues-such as setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance-this practical guide will help you truly understand your clients' needs and develop a personalized plan that will allow them to live financially secure and fulfilling lives.
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