Gresham S.D.:
Advisor For Life

Become The Indispensable Financial Advisor To Affluent Families

John Wiley And Sons Ltd (United States), 2007
Hardback, 384 pages
Size: 231x162 mm
ISBN: 9780470112335
ISBN-10: 0470112336

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Advisor For Life

Includes practical advice for succeeding in the wealth management arena. This work begins by proposing the question: What does the client hope to accomplish and what products and services can best help them achieve those objectives? It talks about delivering personalized information to help clients reach their most important financial goals.

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