Электронная книга: Stephen Gresham D. «The New Advisor for Life. Become the Indispensable Financial Advisor to Affluent Families»
|
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. Издательство: "John Wiley&Sons Limited (USD)"
ISBN: 9781118148815 электронная книга Купить за 2598.33 руб и скачать на Litres |
Другие книги автора:
| Книга | Описание | Год | Цена | Тип книги |
|---|---|---|---|---|
| Advisor for Life. Become the Indispensable Financial Advisor to Affluent Families | "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… — John Wiley&Sons Limited (USD), электронная книга Подробнее... | электронная книга | ||
| The New Managed Account Solutions Handbook. How to Build Your Financial Advisory Practice Using Managed Account Solutions | Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry.«No other platform offers so many options and can be customized to… — John Wiley&Sons Limited (USD), электронная книга Подробнее... | электронная книга |
См. также в других словарях:
UNITED STATES OF AMERICA — UNITED STATES OF AMERICA, country in N. America. This article is arranged according to the following outline: introduction Colonial Era, 1654–1776 Early National Period, 1776–1820 German Jewish Period, 1820–1880 East European Jewish Period,… … Encyclopedia of Judaism
Economic democracy — is a socioeconomic philosophy that suggests a shift in decision making power from a small minority of corporate shareholders to a larger majority of public stakeholders. There is no single definition or approach for economic democracy, but most… … Wikipedia
