Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor

by Evan Cooper and Stephen D. Gresham

Book Overview

Despite the growth of online investing, the overwhelming bulk of individual investor assets continues to be managed with the help of an advisor - be it a stockbroker, financial planner or account.... This description may be from another edition of this product.

• Format: Hardcover
• Language: English
• ISBN: 0793144337
• ISBN13: 9780793144334
• Release Date: May 2001
• Publisher: Dearborn Trade
• Length: 224 Pages
• Weight: 0.55 lbs.
• Dimensions: 1.0" x 6.3" x 9.2"

Customer Reviews

Steve knows his subject cold

Steve Gresham has created a blueprint for the experienced Investment Management Consultant or Wealth Management Advisor to follow and propser from. His examples are clear and concise, his guidance has stood the test of time.Any advisor who thinks she or he can properly advise 300 or 400 clients will come away from this book with a career altering experience.Steve shows what is important to the business owner as opposed to what the advisor may think is important.Kudo's to Steve and Evan. Job superbly well done !

Straight Talk

There are two words missing from the beginning of this book's title..which should be "How to Attract and Retain the Affluent Investor[etc.]." Gresham and Cooper take a very forthright approach to their topic, and use modern [no, not distracting!] graphics to get their points across. Relevant "case studies" make up much of the text, with messages reinforced by way of checklists, boxes, and short paragraphs titled "Winning Tactics." There are lots of advice books around for financial advisors. This one's great for people who think they're too busy to read. You can read it through or open it almost anywhere, and learn something. What's more, the authors have come up with answers to questions you didn't even know you had!

A Wealth Advisor's Must Read!

Steve Gresham has really captured the information necessary to be successful in the ever changing financial services industry. He shares with you successful ideas from some of the industries most successful consultants and advisers. In addition, he tells you how to re-evaluate your business and assists directing you toward becoming very successful. Steve demonstrates his indepth knowledge and expertice in the industry through all of the information provided in this book. If you are going to be successful as a "Wealth Advisor"in the financial services industry, this book is a must read!