The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families
- 6h 3m
- Stephen D. Gresham
- John Wiley & Sons (US)
- 2012
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.
About the Author
Steve Gresham has over thirty years' experience in the financial and investment world. He is a Visiting Instructor at the A. Alfred Taubman Center for Public Policy and American Institutions at Brown University, and is business chair of Brown's Retirement Readiness Project. Gresham has published more than a hundred articles and has been featured in BusinessWeek, Fortune, Investment News, and the New York Times, and is the author of four books, including Advisor for Life and The New Managed Account Solutions Handbook, both from Wiley. He was named Mutual Fund Marketer of the Year in March 2007 by Institutional Investor/Fund Action.
In this Book
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Introduction
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The Value of Advice—Which Advice is Most Valued by Affluent Households—And What Should it Cost?
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How to Develop a Compelling Investment Philosophy
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Creating a Defined, Effective Investment Process
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Setting Goals—What Really Matters?
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Defining Risk—Or, is Risk Management a Contradiction in Terms?
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Diversification—Helping Clients Reap the Benefits of Institutional Investing
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Alternative Investments
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Managing Dreams and Fears—A Total View of Wealth
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You Can Help Clients Grow
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All in the Family and Keeping it That Way
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Money for Life
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What is Your Value?
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How to Price Your Unique Value
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The Advisor-Client Tango
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Driving Referrals
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Selling Yourself
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Valuing the Advisor for Life Practice
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Taking Care of Number One
