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The New Advisor for Life PDF
By:Stephen D. Gresham
Published on 2011-09-09 by John Wiley & Sons

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Expert advice on building an unshakable foundation as a financial advisor to the elite 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.

This Book was ranked at 12 by Google Books for keyword Financial Services Industry.

Book ID of The New Advisor for Life's Books is goBSkhw3e4QC, Book which was written byStephen D. Greshamhave ETAG "AWGc1crBurI"

Book which was published by John Wiley & Sons since 2011-09-09 have ISBNs, ISBN 13 Code is 9781118148723 and ISBN 10 Code is 111814872X

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Book which have "384 Pages" is Printed at BOOK under CategoryBusiness and Economics

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