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Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families Hardcover – Apr 6 2007

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Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
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Most Helpful Customer Reviews on (beta) 9 reviews
10 of 10 people found the following review helpful
Not for beginners March 5 2009
By Trevor Smith - Published on
Format: Hardcover Verified Purchase
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 A lot of the advise is outdated (the author speaks about the business practices of Ford and GM with high praise, while not referencing other companies or industries).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 be a good book to read, but it does nothing to inspire or help you get your practice off the ground. Conclusion: if you're a financial advisor with a few years of experience, but you think your list of clients has room to grow, this is the book to read. If you're starting out i would stay away.
6 of 9 people found the following review helpful
Not just a book, a roadmap to success June 25 2007
By Mary Anne Doggett - Published on
Format: Hardcover
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.
Absolutely a must for all wealth managers July 5 2011
By Julio A. Velis - Published on
Format: Hardcover
Mr. Gresham has produced a brilliant source of knowledge and wisdom for the benefit of all of us in the personal financial planning arena. This book really emphasizes not only on the technical aspect but on the relationship aspect of our industry.
Not just for FA's but also for clients. March 2 2011
By Jacob Campbell - Published on
Format: Hardcover Verified Purchase
Obviously a great read for financial advisors - start building a solid practice from day one. Clients should pick this one up as well. Knowing what to ask when to ask builds a strong relationship.
Steve Gresham enlightens us once again Dec 27 2010
By reena friedman - Published on
Format: Hardcover
In his book, " Advisor For Life" Steve Gresham once again shares with us his vast knowledge of the financial services industry.The book is a superb walk through of what is takes to be the Indispensable Financial Advisor and should be read by all in our industry.
My hat is off to you Steve for a job superbly well done !
Thank you
Rodger A. Friedman
Rockville, MD.