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Advisor for Life

Become the Indispensable Financial Advisor to Affluent Families

Wiley, J,
E-Book ( EPUB mit Adobe DRM )
In Ihrem Land nicht verfügbar


"The Age Wave of retiring baby boomers is creating a seismicbonanza for financial advisors--if they can provide the kinds ofcreative and flexible strategies their clients will be wanting andneeding. Steve Gresham provides the solid, imaginative, yetpractical guidance needed to build winning strategies to meet theneeds of a new generation of investors. I have long respected hiswork and heartily recommend this book."
--Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of AgeWave, Age Power,The Power Years, and Workforce Crisis
"Steve Gresham showed us in The Managed Account Handbook that thebasics to asuccessful advisor do not differ from one country toanother. In this book, he is expanding his horizon with hisextensive experiences to further help you to develop the skills forbuilding a devoted client base. This is the must-read book for allwho want to succeed in the financial advisory industry."
--Toshiya ShimizuPresident and CEO, Nikko Cordial AdvisorsLtd.
"For thirty years, advisors have been using wealth accumulation astheir main sales weapon. With the boomers entering retirement, allthat's out the window. Now the imperatives are income distribution,planning--making sure the investor does not run out of money. InSteve's newest book, he does an excellent job of walking advisorsthrough this change and showing them how to alter their practicesto not only survive but thrive. This is a must-read for any advisorwho 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 expertswho can help me grow and optimize my practice. Steve Gresham'sadvice is always of interest to me--he is always right there on thecutting edge."
--John Rafal, President, Essex Financial ServicesRegistered Rep.'sTop 50 Financial Advisor for 2006 and Barron's Top 100 FinancialAdvisor
"A good coach can help even the best players reach their potential.As a financial advisor, you coach successful families to tacklelife's challenges and achieve their goals. Steve Gresham canhelp--he has the tactics to help you build a winning team."
--Mike KrzyzewskiHead Coach, Duke University Basketball and the2006 U.S. National Team


Titel: Advisor for Life
Autoren/Herausgeber: Stephen D. Gresham
Ausgabe: 1. Auflage

ISBN/EAN: 9781118044957

Seitenzahl: 384
Produktform: E-Book
Sprache: Englisch

Stephen D. Gresham is Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., the $37 billion asset-management division of The Phoenix Companies. Prior to joining Phoenix, he managed his own wealth-management consulting firm, The Gresham Company, LLC, which served a global clientele of more than fifty financial service companies. He is the author of The Managed Account Handbook and Attract and Retain the Affluent Investor. Gresham serves on the board of governors at The Money Management Institute and is a founding board member of The International Money Management Institute.

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