Description
Book SynopsisExpert 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.
Table of ContentsAcknowledgments ix
Part I The State of the Advice Industry and Your Opportunities 1
Introduction 3
Chapter 1 The Value of Advice 11
Part II Investment Counsel Advice for Life 29
Chapter 2 How to Develop a Compelling
Investment Philosophy 31
Chapter 3 Creating a Defined, Effective Investment Process 55
Chapter 4 Setting Goals: What Really Matters? 63
Chapter 5 Defining Risk 97
Chapter 6 Diversification 117
Chapter 7 Alternative Investments 131
Part III Wealth-Management Advice for Life 149
Chapter 8 Managing Dreams and Fears 151
Chapter 9 You Can Help Clients Grow 161
Chapter 10 All in the Family and Keeping It That Way 171
Chapter 11 Money for Life 189
Part IV Building Your Advisor for Life Practice 207
Chapter 12 What is Your Value? 209
Chapter 13 How to Price Your Unique Value 231
Chapter 14 The Advisor-Client Tango 241
Chapter 15 Driving Referrals 263
Chapter 16 Selling Yourself 277
Chapter 17 Valuing the Advisor for Life Practice 293
Chapter 18 Taking Care of Number One 303
Appendix A Practice Analysis 323
Appendix B Investment Policy Statement 345
Appendix C Top 20 Client Analysis 355
About the Author 357
About the Contributors 359
Index 363
