SKU: 68786561611

The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families

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The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent FamiliesExpert 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

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.



Binding Type: Hardcover
Publisher: Wiley
Published: 10/25/2011
ISBN: 9781118062883
Pages: 384
Weight: 1.40lbs
Size: 9.16h x 6.33w x 1.53d
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SKU: 68786561611

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Krista B
Natrona Heights, US
★★★★★ 3
They're ok
These were very affordable; however, they are quite bendy so it's hard to use them depending on what you are eating.
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Reviewed in the United States on May 13, 2026
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Ian H.
Louisville, US
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great for cat food
these work great for my cat food
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Reviewed in the United States on May 15, 2026
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Jenny Oerman
Bozeman, US
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Good value
Gets the job done. Good value
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Reviewed in the United States on May 14, 2026
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Sha
Birmingham, US
★★★★★ 5
Great value for the price
Quality is not bad for the price
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Reviewed in the United States on May 22, 2026
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Cheryl Nutt
Cuba, US
★★★★★ 5
Paper plates
Color: White, Size: 7 inch
Use them for everything and they are sturdy
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Reviewed in the United States on April 28, 2026

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