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

by Stephen D. Gresham

Book Overview

"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...

• Format: Hardcover
• Language: English
• ISBN: 0470112336
• ISBN13: 9780470112335
• Release Date: April 2007
• Publisher: John Wiley & Sons
• Length: 372 Pages
• Weight: 1.28 lbs.
• Dimensions: 1.3" x 6.1" x 9.2"

Customer Reviews

Layman Follower

A very informative book that is real easy to read and follow. I AM NOT an investment advisor, rather I bought this book to help me determine how best to evaluate such an advisor for future engagement. I found it outstanding as a tutorial as to what to look for, and what to run from. It yields very good counsel. Most middle/high income people should have a financial advisor, even those of us who are well educated and experienced with the business world, investments, balance sheets, etc. Selecting a good advisor is very, very critical. This book adds a lot of value to that selection process, and I believe could well save the reader thousands and thousands of dollars and many nights of insomnia. From my standpoint this book offers good value to anyone even just thinking of engaging an investment or financial advisor.

Best advice for anyone

It is a book that answer many questions you have when starting as an adviser. It really help you understand the basic concepts and allows you to move on. Definetely a plus....

A must read for financial services professionals

Steve Gresham provides keen insight into the past, present and future of successful financial advisors. His extensive industry experience is clearly in play with his newest book, which should be included as a recommended read for anyone looking to move their financial services career forward. Entertaining, informative and inspiring is the bottom line for "Advisor for Life".

Not just a book, a roadmap to success

Any financial advisor who doesn't take advantage of Steve's insights puts him/herself at a disadvantage. Steve writes based on unparalleled industry knowledge, the ability to anticipate future trends, and a solid dose of reality from extensive dealings with financial advisors. He is able to keep an audience spellbound and now translates much of that insight into a handbook that will guide those advisors who want to be ahead of the curve, deliver service that keeps clients coming back for more, and bring their friends along without being asked. I have worked in the financial services field for over 15 years and Steve's book is a 'must have' for the successful advisor of the future.

A must have for all Financial Advisors!!

A well-written excellent read for all advisors who want to grow and succeed in the financial advisory business.