In the competitive world of financial advising, it is important for individuals to offer advice that makes them stand apart. In Advisor for Life Steve Gresham has created a 19 point checklist for financial advisors to offer their clients “life advice” – advice on how to best live successful and fulfilling lives. Each chapter will explain step-by-step how to incorporate one of the 19 items into the reader’s practice. The book will also include discussion and examples of successful life advisors to illustrate key points.
Book Details:
- Author: Stephen D. Gresham
- ISBN: 9780470139738
- Year Published: 2007
- Pages: 304
- BISAC: BUS027000, BUSINESS & ECONOMICS/Finance
About the Book and Topic:
In the competitive world of financial advising, it is important for individuals to offer advice that makes them stand apart. In Advisor for Life Steve Gresham has created a 19 point checklist for financial advisors to offer their clients “life advice” – advice on how to best live successful and fulfilling lives. Each chapter will explain step-by-step how to incorporate one of the 19 items into the reader’s practice. The book will also include discussion and examples of successful life advisors to illustrate key points.
The advisor market is ready for the next step. The last big change found numerous advisors moving from being mere sellers of financial products to fee-based consultants. No longer were products the focus of a relationship, the advice itself was being marketed. But in a world where all true advisors are selling advice, how do the best distinguish themselves? By providing advice most prized by affluent households – advice for how to best live successful and fulfilling lives. Far beyond investments, advice for life is about delivering personalized financial information to reach the much bigger goal of a comfortable retirement. And unlike product-based advice, advice for life begins with this end in mind: What does the client hope to accomplish and what products and services can best help achieve those objectives?
THOUGHT LEADER FOR THE INDUSTRY Gresham is considered one of the leading lights in the money management field. His insight into future industry trends is sought-after council. As a result, his client list is a who’s who of top firms. EXCELLENT PLATFORM/SPEAKING SCHEDULE Gresham speaks to thousands of advisors every year – making nearly two appearances a week. These are high level, sponsored events, with firms such as Citigroup and Merrill Lynch. The audience is an eager purchaser of his books. STRONG MEDIA PRESENCE Beyond his speaking and advisory work, Gresham is a regular in the media. He writes multiple columns in such magazines as Registered Rep and On Wall Street. He is regularly quoted in the financial press such as BusinessWeek and Forbes. He has also been featured on CNN, Bloomberg, and PBS.
About the Author
Stephen D. Gresham (Hartford, CT) is executive vice president and director of retail markets for Phoenix Investment Partners, Ltd – a $42 billion asset-management division of The Phoenix companies. Prior to joining Phoenix in July 2001, he managed his own wealth-management consulting firm – The Gresham Company, LLC. Clients included Merrill Lynch International, Schwab, National Financial, Citibank Private Bank, Prudential Investments, Goldman Sachs, and AIM Distributors. Mr. Gresham serves on the executive council of the board of governors at The Money Management Institute and is a founding board member of The Money Management Institute International.