List Price: $35.00Amazon.com's Price: $23.10 You Save: $11.90 (34%)Prices subject to change.
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Binding: Hardcover
Dewey 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
Sales Rank: 301729
Studio: Kaplan Business
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Editorial Review:
Product Description:
Practical approaches to advising one of the fastest-growing segments of the investing population: the affluent.
Despite the growth of online investing, the overwhelming bulk of the nation's individual investor assets continue to be managed with help from an advisor-be it a stockbroker, financial planner, accountant or attorney. Whereas many financial intermediaries are concentrating on this burgeoning affluent market, most remain unsure they'll be able to compete.
In Attract and Retain the Affluent Investor, Stephen D. Gresham, an expert in marketing financial services to the affluent, and Evan Cooper, a respected financial journalist, show brokers how to make money by building an affluent client base.
Using checklists as well as sidebars and pullouts of tips and anecdotes, this timely book offers practical money-making solutions for stockbrokers and other advice-givers.
Average Rating: 
Rating:  -
I 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 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: -
There 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: -
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
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