The new advisor for life : become the indispensable financial advisor to affluent families / Stephen D. Gresham.
"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...
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Full Text (via ProQuest) |
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| Format: | eBook |
| Language: | English |
| Published: |
Hoboken, N.J. :
Wiley,
©2012.
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Table of Contents:
- The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families; Contents; Acknowledgments; Part I: The State of the Advice Industry and Your Opportunities; Introduction; Chapter 1: The Value of Advice; Part II: Investment Counsel Advice for Life; Chapter 2: How to Develop a Compelling Investment Philosophy; Chapter 3: Creating a Defined, Effective Investment Process; Chapter 4: Setting Goals: What Really Matters?; Chapter 5: Defining Risk; Chapter 6: Diversification; Chapter 7: Alternative Investments; Part III: Wealth-Management Advice for Life.