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Stephen D. Gresham 
Advisor for Life 
Become the Indispensable Financial Advisor to Affluent Families

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‚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, Ph D, founder and CEO, Age Wave, and author of Age
Wave, Age Power, The Power Years, and Workforce Crisis

‚Steve Gresham showed us in The Managed Account Handbook that the
basics to asuccessful advisor do not differ from one country to
another. In this book, he is expanding his horizon with his
extensive experiences to further help you to develop the skills for
building a devoted client base. This is the must-read book for all
who want to succeed in the financial advisory industry.‘

–Toshiya Shimizu President and CEO, Nikko Cordial Advisors
Ltd.

‚For thirty years, advisors have been using wealth accumulation as
their main sales weapon. With the boomers entering retirement, all
that’s out the window. Now the imperatives are income distribution,
planning–making sure the investor does not run out of money. In
Steve’s newest book, he does an excellent job of walking advisors
through this change and showing them how to alter their practices
to not only survive but thrive. This is a must-read for any advisor
who still wants to be in the business in ten years.‘

–Len Reinhartfounder and President, Lockwood Advisors?

‚For over thirty years, I have sought advice from industry experts
who can help me grow and optimize my practice. Steve Gresham’s
advice is always of interest to me–he is always right there on the
cutting edge.‘

–John Rafal, President, Essex Financial Services Registered Rep.’s
Top 50 Financial Advisor for 2006 and Barron’s Top 100 Financial
Advisor

‚A good coach can help even the best players reach their potential.
As a financial advisor, you coach successful families to tackle
life’s challenges and achieve their goals. Steve Gresham can
help–he has the tactics to help you build a winning team.‘

–Mike Krzyzewski Head Coach, Duke University Basketball and the
2006 U.S. National Team
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Inhaltsverzeichnis

Acknowledgments.

About the Author.

About the Contributors.

SECTION ONE. THE STATE OF THE ADVICE INDUSTRY AND YOUR
OPPORTUNITIES.

Introduction. Buicks and Big Macs: What the Financial
Advice Industry Can Learn from General Motors, Mc Donald’s and
Federal Express.

Chapter 1. The Value of Advice: Which Advice Is Most
Valued by Affluent Households–And What Should It Cost?

SECTION TWO. INVESTMENT COUNSEL ADVICE FOR LIFE.

Chapter 2. How to Develop a Compelling Investment
Philosophy.

Chapter 3. Creating a Defined, Effective Investment Process.

Chapter 4. Setting Goals: What Really Matters?

Chapter 5. Defining Risk: Or, Is Risk-Management a Contradiction
in Terms?

Chapter 6. Diversification: Helping Clients Reap the Benefits of
Institutional Investing.

Chapter 7. Alternative Investments.

SECTION THREE. WEALTH MANAGEMENT ADVICE FOR LIFE.

Chapter 8. Managing Dreams and Fears–A Total View
of Wealth.

Chapter 9. You Can Help Clients Grow.

Chapter 10. All in the Family and Keeping It That
Way.

Chapter 11. Money for Life.

SECTION FOUR. BUILDING YOUR ‚ADVISOR FOR LIFE‘
PRACTICE.

Chapter 12. What Is Your Value?

Chapter 13. How to Quantify Your Unique Value.

Chapter 14. The Advisor-Client Tango.

Chapter 15. Driving Referrals.

Chapter 16. Selling Yourself.

Chapter 17. Valuing the Advisor for Life Practice.

Chapter 18. Taking Care of #1

Appendix A. The Practical Analysis.

Appendix B. Investment Policy Statement.

Appendix C. The Top-Twenty Client Analysis.

Bibliography.

Index.

Über den Autor

Stephen D. Gresham is Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., the $37 billion asset-management division of The Phoenix Companies. Prior to joining Phoenix, he managed his own wealth-management consulting firm, The Gresham Company, LLC, which served a global clientele of more than fifty financial service companies. He is the author of The Managed Account Handbook and Attract and Retain the Affluent Investor. Gresham serves on the board of governors at The Money Management Institute and is a founding board member of The International Money Management Institute.
Sprache Englisch ● Format PDF ● Seiten 304 ● ISBN 9780470139738 ● Dateigröße 2.6 MB ● Verlag John Wiley & Sons ● Erscheinungsjahr 2008 ● Ausgabe 1 ● herunterladbar 24 Monate ● Währung EUR ● ID 2314272 ● Kopierschutz Adobe DRM
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