The new advisor for life : become the indispensable financial advisor to affluent families /: become the indispensable financial advisor to affluent families. (©2012)

• Record Type: Book
• Further Information: Note: Stephen D. Gresham.
• Other Names: Gresham, Stephen D; Gresham, Stephen D
• Contents: The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families; Contents; Acknowledgments; Part I: The State of the Advice Industry and Your Opportunities; Introduction; Chapter 1: The Value of Advice; Part II: Investment Counsel Advice for Life; Chapter 2: How to Develop a Compelling Investment Philosophy; Chapter 3: Creating a Defined, Effective Investment Process; Chapter 4: Setting Goals: What Really Matters?; Chapter 5: Defining Risk; Chapter 6: Diversification; Chapter 7: Alternative Investments; Part III: Wealth-Management Advice for Life.
• Publisher Details: Hoboken, N.J : Wiley
• Publication Date: 2012
• Copyright Date: 2012
• Extent: 1 online resource (xi, 370 pages), illustrations
• Subjects: 332.024; Financial planners; Investment advisors; Affluent consumers -- Finance, Personal; BUSINESS & ECONOMICS -- Finance; BUSINESS & ECONOMICS -- Personal Finance -- Budgeting; BUSINESS & ECONOMICS -- Personal Finance -- Money Management; Financial planners; Investment advisors; Electronic books
• Languages: English
• ISBNs: 9781118148815; 1118148819; 9781118148808; 1118148800; 9781118148723; 1283273896; 9781283273893
• Related ISBNs: 111814872X; 9781118062883; 1118062884
• Notes: Note: Print version record.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.