{"product_id":"the-new-advisor-for-life-become-the-indispensable-financial-advisor-to-affluent-families-hardback-9781118062883","title":"The New Advisor for Life; Become the Indispensable Financial Advisor to Affluent Families (Hardback) 9781118062883","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eThe New Advisor for Life\u003c\/font\u003e\u003cbr\u003e\r\n\u003cfont size=\"5\"\u003eBecome the Indispensable Financial Advisor to Affluent Families\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\u003cp\u003e\u003cfont size=\"4\"\u003eStephen D. Gresham (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9781118062883, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eHardback, published 18 November 2011\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e384 pages\u003cbr\u003e22.6 x 15.2 x 3.3 cm, 0.68 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003e\u003cb\u003eExpert advice on building an unshakable foundation as a financial advisor to the elite\u003c\/b\u003e  \u003cp\u003eThe revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, \u003ci\u003eThe New Advisor for Life\u003c\/i\u003e 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eWhat 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\u003c\/li\u003e \u003cli\u003eCovers 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\u003c\/li\u003e \u003cli\u003eSteve Gresham presents a 19-point checklist for financial advisors to offer their clients \"life advice\"\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eKeeping clients engaged is more important than ever, and \u003ci\u003eThe New Advisor for Life\u003c\/i\u003e gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.\u003c\/p\u003e\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e\u003cp\u003eAcknowledgments ix\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I The State of the Advice Industry and Your Opportunities 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIntroduction 3\u003c\/p\u003e \u003cp\u003eChapter 1 The Value of Advice 11\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II Investment Counsel Advice for Life 29\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 2 How to Develop a Compelling\u003c\/p\u003e \u003cp\u003eInvestment Philosophy 31\u003c\/p\u003e \u003cp\u003eChapter 3 Creating a Defined, Effective Investment Process 55\u003c\/p\u003e \u003cp\u003eChapter 4 Setting Goals: What Really Matters? 63\u003c\/p\u003e \u003cp\u003eChapter 5 Defining Risk 97\u003c\/p\u003e \u003cp\u003eChapter 6 Diversification 117\u003c\/p\u003e \u003cp\u003eChapter 7 Alternative Investments 131\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart III Wealth-Management Advice for Life 149\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 8 Managing Dreams and Fears 151\u003c\/p\u003e \u003cp\u003eChapter 9 You Can Help Clients Grow 161\u003c\/p\u003e \u003cp\u003eChapter 10 All in the Family and Keeping It That Way 171\u003c\/p\u003e \u003cp\u003eChapter 11 Money for Life 189\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart IV Building Your Advisor for Life Practice 207\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 12 What is Your Value? 209\u003c\/p\u003e \u003cp\u003eChapter 13 How to Price Your Unique Value 231\u003c\/p\u003e \u003cp\u003eChapter 14 The Advisor-Client Tango 241\u003c\/p\u003e \u003cp\u003eChapter 15 Driving Referrals 263\u003c\/p\u003e \u003cp\u003eChapter 16 Selling Yourself 277\u003c\/p\u003e \u003cp\u003eChapter 17 Valuing the Advisor for Life Practice 293\u003c\/p\u003e \u003cp\u003eChapter 18 Taking Care of Number One 303\u003c\/p\u003e \u003cp\u003eAppendix A Practice Analysis 323\u003c\/p\u003e \u003cp\u003eAppendix B Investment Policy Statement 345\u003c\/p\u003e \u003cp\u003eAppendix C Top 20 Client Analysis 355\u003c\/p\u003e \u003cp\u003eAbout the Author 357\u003c\/p\u003e \u003cp\u003eAbout the Contributors 359\u003c\/p\u003e \u003cp\u003eIndex 363\u003c\/p\u003e\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Finance \u0026amp; accounting [\u003ca title=\"See our other books on Finance \u0026amp; accounting\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Finance%20\u0026amp;%20accounting%20%5BKF%5D%22\"\u003eKF\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Wiley","offers":[{"title":"Brand New","offer_id":52515970023704,"sku":"9781118062883","price":24.39,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9781118062883.jpg?v=1786674274","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/the-new-advisor-for-life-become-the-indispensable-financial-advisor-to-affluent-families-hardback-9781118062883","provider":"Freshly Printed Books","version":"1.0","type":"link"}