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Binding: HardcoverDewey Decimal Number: 332.62 EAN: 9780793144334 ISBN: 0793144337 Label: Kaplan Business Manufacturer: Kaplan Business Number Of Items: 1 Number Of Pages: 272 Publication Date: May 17, 2001 Publisher: Kaplan Business Release Date: May 17, 2001 Studio: Kaplan Business Editorial Review: Product Description: In order to ensure future success, financial advisors must find a way to compete for one of the fastest-growing segments of the investing population - the affluent. Stephen D. Gresham and Evan Cooper, authors of Attract and Retain the Affluent Investor, show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction. Average Rating:
 Rating:  - DisappointingI was very hopeful when I received this book, as I enjoy the author's articles. However, in my opinion, this book has very little to offer. The problem with most books for financial advisors is that there is very little depth. Most books are just a set up for further services - buy my coaching or buy my system. However, the best of books still have some real meat to them, something you can take away from the book and put to use right away. The best books have something that you ... Read More Rating:  - Steve knows his subject coldSteve 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 ... Read More Rating: - Straight TalkThere 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 ... Read More Rating: - 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 ... Read More |
