{"product_id":"the-new-advisor-for-life-become-the-indispensable-financial-advisor-to-affluent-families-9781118062883","title":"The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families","description":"\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\u003cbr\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eAbout the Author\u003c\/b\u003e\u003cbr\u003e\u003cp\u003e\u003cb\u003eSTEVE GRESHAM\u003c\/b\u003e has over thirty years' experience in the financial and investment world. He is a Visiting Instructor at the A. Alfred Taubman Center for Public Policy and American Institutions at Brown University, and is business chair of Brown's Retirement Readiness Project. Gresham has published more than a hundred articles and has been featured in \u003ci\u003eBusinessWeek\u003c\/i\u003e, \u003ci\u003eFortune\u003c\/i\u003e, \u003ci\u003eInvestment News\u003c\/i\u003e, and the \u003ci\u003eNew York Times\u003c\/i\u003e, and is the author of four books, including \u003ci\u003eAdvisor for Life\u003c\/i\u003e and \u003ci\u003eThe New Managed Account Solutions Handbook\u003c\/i\u003e, both from Wiley. He was named Mutual Fund Marketer of the Year in March 2007 by \u003ci\u003eInstitutional Investor\/Fund Action\u003c\/i\u003e.\u003cbr\u003e\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":50492360655122,"sku":"9781118062883","price":30.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0831\/4771\/8930\/files\/img_aebcf940-1259-4c51-9958-36f72f83f638.jpg?v=1730585867","url":"https:\/\/surprise-castle.myshopify.com\/products\/the-new-advisor-for-life-become-the-indispensable-financial-advisor-to-affluent-families-9781118062883","provider":"Surprise Castle","version":"1.0","type":"link"}