000			02687cam a2200349 a 4500
005			20250918190258.0
008			130325s2012 nju 001 0 eng
020			_a9781118062883 (hardback) _cRM93.79
039		9	_a201304171115 _bruzini _c201304171058 _druzini _y03-25-2013 _zrazalis
040			_dUKM
090			_aHG179.5.G831n 2012 9
090			_aHG179.5 _b.G831n 2012 9
100	1		_aGresham, Stephen D.
245	1	4	_aThe new advisor for life : _bbecome the indispensable financial advisor to affluent families / _cStephen D. Gresham.
260			_aHoboken, N.J : _bWiley, _cc2012.
300			_axi, 370 p. ; _c24 cm.
500			_aRev. ed. of: Advisor for life. 2007.
500			_aIncludes index.
520			_a'Expert advice on building an unshakable foundation as a financial advisor to the eliteThe 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 VP of Fidelity Investments 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'-- _cProvided by publisher.
650		0	_aFinancial planners.
650		0	_aInvestment advisors
650		0	_aAffluent consumers _xFinance, Personal.
650		7	_aBUSINESS & ECONOMICS / Finance. _2bisacsh.
700	1		_aGresham, Stephen D. _tAdvisor for life.
856	4	2	_3Cover image _uhttp://catalogimages.wiley.com/images/db/jimages/9781118062883.jpg
907			_a.b15601432 _b2019-11-12 _c2019-11-12
942			_c01 _n0 _kHG179.5.G831n 2012 9
914			_avtls003526296
991			_aPDAL, KKL
998			_ad _b2013-12-03 _cm _da _feng _gnju _y0 _z.b15601432
999			_c542969 _d542969