Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families |  | Author: Stephen D. Gresham
Publisher: Wiley
List Price: $34.95
Buy New: $18.75
as of 11/22/2009 18:14 CST details
You Save: $16.20 (46%)
New (24) Used (12) Collectible (6) from $18.32
Seller: mamasita409
Rating:  5 reviews
Sales Rank: 170555
Media: Hardcover
Pages: 384
Number Of Items: 1
Shipping Weight (lbs): 1.3
Dimensions (in): 8.9 x 6.2 x 1.3
ISBN: 0470112336
Dewey Decimal Number: 332.024
EAN: 9780470112335
ASIN: 0470112336
Publication Date: April 6, 2007
Availability: Usually ships in 1-2 business days
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Product Description
"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. 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."
--Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis
"Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. 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."
--Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd.
"For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. 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."
--Len Reinhartfounder and President, Lockwood Advisors?
"For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge."
--John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor
"A good coach can help even the best players reach their potential. 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."
--Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team
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| Customer Reviews:
 Not for beginners March 5, 2009
Trevor Smith (Boston, MA)
6 out of 6 found this review helpful
I bought this book because i was thinking about becoming a financial advisor. A lot of the advise is outdated (the author speaks about the business practices of Ford and GM with high praise, while not referencing other companies or industries). Perhaps if I was currently a financial advisor and i needed to finetune my approach this would be a good book to read, but it does nothing to inspire or help you get your practice off the ground. Conclusion: if you're a financial advisor with a few years of experience, but you think your list of clients has room to grow, this is the book to read. If you're starting out i would stay away.
 Best advice for anyone June 4, 2008
Eduardo J. Ramos (San Juan, PR)
1 out of 3 found this review helpful
It is a book that answer many questions you have when starting as an adviser. It really help you understand the basic concepts and allows you to move on.
Definetely a plus....
A must read for financial services professionals July 11, 2007
M. Thompson (Chicago, IL)
2 out of 4 found this review helpful
Steve Gresham provides keen insight into the past, present and future of successful financial advisors. His extensive industry experience is clearly in play with his newest book, which should be included as a recommended read for anyone looking to move their financial services career forward. Entertaining, informative and inspiring is the bottom line for "Advisor for Life".
Not just a book, a roadmap to success June 25, 2007
Mary Anne Doggett (New York, New York)
5 out of 7 found this review helpful
Any financial advisor who doesn't take advantage of Steve's insights puts him/herself at a disadvantage.
Steve writes based on unparalleled industry knowledge, the ability to anticipate future trends, and a solid dose of reality from extensive dealings with financial advisors. He is able to keep an audience spellbound and now translates much of that insight into a handbook that will guide those advisors who want to be ahead of the curve, deliver service that keeps clients coming back for more, and bring their friends along without being asked. I have worked in the financial services field for over 15 years and Steve's book is a 'must have' for the successful advisor of the future.
A must have for all Financial Advisors!! April 6, 2007
Diane Goodman
2 out of 7 found this review helpful
A well-written excellent read for all advisors who want to grow and succeed in the financial advisory business.
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