{"product_id":"the-new-advisor-for-life-isbn-9781118062883","title":"The New Advisor for Life","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 \u003cp\u003eAcknowledgments ix\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I The State of the Advice Industry and Your Opportunities 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIntroduction 3\u003c\/p\u003e \u003cp\u003eChapter 1 The Value of Advice 11\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II Investment Counsel Advice for Life 29\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 2 How to Develop a Compelling\u003c\/p\u003e \u003cp\u003eInvestment Philosophy 31\u003c\/p\u003e \u003cp\u003eChapter 3 Creating a Defined, Effective Investment Process 55\u003c\/p\u003e \u003cp\u003eChapter 4 Setting Goals: What Really Matters? 63\u003c\/p\u003e \u003cp\u003eChapter 5 Defining Risk 97\u003c\/p\u003e \u003cp\u003eChapter 6 Diversification 117\u003c\/p\u003e \u003cp\u003eChapter 7 Alternative Investments 131\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart III Wealth-Management Advice for Life 149\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 8 Managing Dreams and Fears 151\u003c\/p\u003e \u003cp\u003eChapter 9 You Can Help Clients Grow 161\u003c\/p\u003e \u003cp\u003eChapter 10 All in the Family and Keeping It That Way 171\u003c\/p\u003e \u003cp\u003eChapter 11 Money for Life 189\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart IV Building Your Advisor for Life Practice 207\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 12 What is Your Value? 209\u003c\/p\u003e \u003cp\u003eChapter 13 How to Price Your Unique Value 231\u003c\/p\u003e \u003cp\u003eChapter 14 The Advisor-Client Tango 241\u003c\/p\u003e \u003cp\u003eChapter 15 Driving Referrals 263\u003c\/p\u003e \u003cp\u003eChapter 16 Selling Yourself 277\u003c\/p\u003e \u003cp\u003eChapter 17 Valuing the Advisor for Life Practice 293\u003c\/p\u003e \u003cp\u003eChapter 18 Taking Care of Number One 303\u003c\/p\u003e \u003cp\u003eAppendix A Practice Analysis 323\u003c\/p\u003e \u003cp\u003eAppendix B Investment Policy Statement 345\u003c\/p\u003e \u003cp\u003eAppendix C Top 20 Client Analysis 355\u003c\/p\u003e \u003cp\u003eAbout the Author 357\u003c\/p\u003e \u003cp\u003eAbout the Contributors 359\u003c\/p\u003e \u003cp\u003eIndex 363\u003c\/p\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.   \u003c\/p\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: Become the Indispensable Financial Advisor to Affluent Families\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 a financial advisor. More than ever before, what today's investors want is someone who can cut through the noise and clutter of the financial services industry and the mainstream media and provide real insight and analysis. To be truly successful, an advisor needs to walk the line between being well informed and not appearing condescending. \u003c\/p\u003e\u003cp\u003eAs the financial services sector becomes increasingly competitive, advisors set on achieving lasting and meaningful success need to be able to present advice that makes them stand apart from the competition. In \u003ci\u003eThe New Advisor for Life\u003c\/i\u003e, financial expert Stephen Gresham presents a lifetime of insider secrets on how to give investors what they want: information that until now has been reserved for closed-door meetings with the country's top firms. \u003c\/p\u003e\u003cp\u003eCoupled with a checklist exclusive to this book, which advisors can use to offer their clients advice on how to best live successful and fulfilling lives, and corresponding chapters that explain, step-by-step, how to make the most of these factors, this book is a must-have for any financial advisor.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47990294413541,"sku":"NP9781118062883","price":42.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781118062883.jpg?v=1761787240","url":"https:\/\/k12savings.com\/products\/the-new-advisor-for-life-isbn-9781118062883","provider":"K12savings","version":"1.0","type":"link"}