SKU: 68786561611

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

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The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent FamiliesExpert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up and coming advisors. With a particular focus on the generation X and Y concern with debt management and long term investment, this new edition examines what young investors look for in an

Expert advice on building an unshakable foundation as a financial advisor to the elite

The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending.

  • What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media
  • Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced--developing a personal finance plan for your clients based on their specific needs
  • Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice"

Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.



Binding Type: Hardcover
Publisher: Wiley
Published: 10/25/2011
ISBN: 9781118062883
Pages: 384
Weight: 1.40lbs
Size: 9.16h x 6.33w x 1.53d
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SKU: 68786561611

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4.3 ★★★★★
Based on 11 reviews
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Product Reviews
M
Verified Purchase
M Weidner
Bozeman, US
★★★★★ 3
Liked it
Format: Kindle
I liked the worlds and the characters. The prophesy is confusing in that I would think, since all worlds ore on a path to destruction, the angels would want their world to be saved. I am sure there is more evil that will be revealed as the series proceeds. I dislike a prolonged “poor little me” trope and the main character has moved past that, thankfully, and began to show a fierce attitude as the novel progressed. The last portion of the novel had some great action. It’s worth reading, just be patient with a slow start.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on February 14, 2024
J
Verified Purchase
Julie R.
Draper, US
★★★★★ 5
Great start
Format: Kindle
I loved this book! It's funny but still deals with tough themes, like chronic illness, a serial killer on the loose, and a dash of self-harm. The guys are interesting and distinct, we don't know too much about them yet. It does end on a really terrible cliffhanger but on the bright side the next book is out and I believe the series is complete. I have enjoyed both of these authors separately and this is a great team up!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 2, 2025
S
Verified Purchase
S T
Port Orchard, US
★★★★★ 4
Fudge!
Format: Kindle
Titles aren’t my strong suit. Sorry not sorry. That ending has me completely frustrated book two isn’t out yet. Just throwing that out there. First thing first, this is a high school book where the lead is under 18. Yea yea she’s about month from being an adult, but I can’t say I would’ve even opened the file if I’d realized. It’s not a smut fest or anything, but there is sexual tension as each party figures out their emotions. That being said, it’s a good book. There are some troubling parts, like how the supes come into their powers at 13, but most of those are dealt with in a way that makes sense. Kian is the exception. His whole arc pisses me off, especially since no one stepped in. Reflecting back on real world situations, ten or so years ago, I can see it happening, but it still makes me sick. Which, I’m sure was the whole damn point. For the most part, Courting Darkness is a fun read. I found myself laughing along with most of the set up. By the time it started getting serious, I’d grown to like the characters enough it held an impact. I’ll be adding book two to my list for when it comes out.
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Reviewed in the United States on March 8, 2022
D
Verified Purchase
Dee
Los Angeles, US
★★★★★ 5
Intriguing
Format: Kindle
An intriguing story that played out slowly while introducing some unique characters. The story became quite fascinating to read as these same characters provided startling revelations to their lives. As their relationships evolve, more drama and mystery is revealed adding to my fascination. I can’t wait to read more.
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Reviewed in the United States on May 27, 2026
D
Verified Purchase
Darcy Smith
Chelsea, US
★★★★★ 5
Outstanding Story!!!!!!!
Format: Kindle
Oh I loved this story. Sera is such an amazing, fun character. She has so much fire inside of herself. She has humor that makes you laugh with her sassy comments. The guys are fantastic. I don’t feel as if we really have gotten to know who and what they are but they are such a mix of fae. The story is extremely well written and developed. It had me pulled in and didn’t let go. There was so much action, drama, and suspense. Then we get to the ending and goodness there is so much going on. This ending was a major cliffhanger and I absolutely can’t wait to see what happens next.
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Reviewed in the United States on March 12, 2024

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