SKU: 68786561611

The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families

Sale price$32.13 Regular price$35.70
Save 10%

Pay in installments of $8.93 with ShopPay, AfterPay and Klarna

Shipping Estimate
USA
  • USA
  • CAN

Ships within 48 hours · Estimated delivery Aug 1 - Aug 6

Promo Codes Available:

For Your Every Summer RSVP, with Code: SUMMER15

Description

The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent FamiliesExpert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up and coming advisors. With a particular focus on the generation X and Y concern with debt management and long term investment, this new edition examines what young investors look for in an

Expert advice on building an unshakable foundation as a financial advisor to the elite

The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending.

  • What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media
  • Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced--developing a personal finance plan for your clients based on their specific needs
  • Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice"

Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.



Binding Type: Hardcover
Publisher: Wiley
Published: 10/25/2011
ISBN: 9781118062883
Pages: 384
Weight: 1.40lbs
Size: 9.16h x 6.33w x 1.53d
Shipping Notes
  • Free Standard Shipping on $100+ Orders to the USA.
  • Except Preorder products are shipped in 48 hours.
  • Delivery to the USA:
  1. Standard Shipping : 3-10 business days
  • If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
  • We offer a 30-day return/exchange service after receiving.
  • Final sale items are not eligible for returns or exchanges.
  • To process your return/exchange, please contact us at [email protected]
  • Please click here for more details>>> Return & Exchange Policy
SKU: 68786561611

Discover Niche Categories That Outsell

Top-Converting Item to Boost Your Average Order

4.5 ★★★★★
Based on 19 reviews
Sort
Highest Rating
Newest First
Oldest First
Product Reviews
L
Verified Purchase
Leilaniocky
Port Orchard, US
★★★★★ 4
Aesthetically pleasing to the eye
Color: Black
This product is a good organizer for the song it serves its purpose. However I wish the tray that catches the water would stay in place. It is constantly moving and doesn’t always tilt to allow the water to flow down properly. The quality of the basket is good. It is easy to keep clean. It was super easy to assemble did not require any special tools. So far so good it is withstanding being wet all the time and I do not see any rust or deterioration or fading of the color in the two months I’ve had it. This sink organizer is modern and adds a nice aesthetic to my kitchen.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on June 6, 2024
T
Verified Purchase
Tricia Fleming
Louisville, US
★★★★★ 5
This does the job
Color: Black
This caddy does what I need it to do holds my sponges and soap. The excess water does run out into the sink.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 26, 2026
D
Verified Purchase
Delores McFarland
Los Angeles, US
★★★★★ 3
Sink
Color: Black
Nice but small
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 24, 2026
S
Verified Purchase
Shameka Reed
Pawtucket, US
★★★★★ 5
Fits my needs
Color: Light blue, Color: Light blue
I purchased this specifically for the garbage disposal side of my kitchen sink. I only needed it to hold my sink stopper. I haven't used th basket yet, but will probably use it for a steel scrubber. It's a little on the small side, but it works great for me.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on April 20, 2026
A
Verified Purchase
Alyssa
Lowell, US
★★★★★ 5
Perfect size
Color: Black
Fits the little spot we have in our kitchen very well. I tend to not measure and just hope for the best. Easy to clean and hasn't rusted yet. Does a good job of draining and letting things flow down
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on February 24, 2026

recommand products