[Ebook pdf] Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families






 | #1937104 in eBooks |  2009-08-18 |  2009-08-18 | File Name: B002BWPWOE


||10 of 10 people found the following review helpful.| Not for beginners|By Trevor Smith|I bought this book because i was thinking about becoming a financial advisor. A lot of the advise is outdated (the author speaks about the business practices of Ford and GM with high praise, while not referencing other companies or industries). Perhaps if I was currently a financial advisor and i needed to finetune my approach this would b|From the Inside Flap|If you intend on becoming a financial advisor to today's affluent families—especially those within the baby boomer generation—you need to provide them with guidance so thorough, insightful, and valuable that it will allow you to

"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 needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book."
--Ken Dychtwald, PhD, founder and CEO, Age...


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