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.
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Gresham (founder and principal of the Gresham Company, LLC, advising brokerage firms, mutual fund managers, insurers, and banks on working with affluent clientele) and Cooper (financial journalist, editor-in-chief of On Wall Street magazine) provide tactics for today's successful financial advisors to ensure their future prosperity. Coverage includes earning more from fewer clients; providing a richer and more complex level of service; increasing client satisfaction and loyalty; determining the right specialization path; adjusting from investment counselor to wealth advisor; prospecting for clients; and enjoying greater career satisfaction. Annotation c. Book News, Inc., Portland, OR (booknews.com)
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