{"product_id":"the-new-advisor-for-life-9781118062883","title":"The New Advisor for Life","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eExpert 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.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003eAcknowledgments ix\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I The State of the Advice Industry and Your Opportunities 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIntroduction 3\u003c\/p\u003e \u003cp\u003eChapter 1 The Value of Advice 11\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II Investment Counsel Advice for Life 29\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 2 How to Develop a Compelling\u003c\/p\u003e \u003cp\u003eInvestment Philosophy 31\u003c\/p\u003e \u003cp\u003eChapter 3 Creating a Defined, Effective Investment Process 55\u003c\/p\u003e \u003cp\u003eChapter 4 Setting Goals: What Really Matters? 63\u003c\/p\u003e \u003cp\u003eChapter 5 Defining Risk 97\u003c\/p\u003e \u003cp\u003eChapter 6 Diversification 117\u003c\/p\u003e \u003cp\u003eChapter 7 Alternative Investments 131\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart III Wealth-Management Advice for Life 149\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 8 Managing Dreams and Fears 151\u003c\/p\u003e \u003cp\u003eChapter 9 You Can Help Clients Grow 161\u003c\/p\u003e \u003cp\u003eChapter 10 All in the Family and Keeping It That Way 171\u003c\/p\u003e \u003cp\u003eChapter 11 Money for Life 189\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart IV Building Your Advisor for Life Practice 207\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 12 What is Your Value? 209\u003c\/p\u003e \u003cp\u003eChapter 13 How to Price Your Unique Value 231\u003c\/p\u003e \u003cp\u003eChapter 14 The Advisor-Client Tango 241\u003c\/p\u003e \u003cp\u003eChapter 15 Driving Referrals 263\u003c\/p\u003e \u003cp\u003eChapter 16 Selling Yourself 277\u003c\/p\u003e \u003cp\u003eChapter 17 Valuing the Advisor for Life Practice 293\u003c\/p\u003e \u003cp\u003eChapter 18 Taking Care of Number One 303\u003c\/p\u003e \u003cp\u003eAppendix A Practice Analysis 323\u003c\/p\u003e \u003cp\u003eAppendix B Investment Policy Statement 345\u003c\/p\u003e \u003cp\u003eAppendix C Top 20 Client Analysis 355\u003c\/p\u003e \u003cp\u003eAbout the Author 357\u003c\/p\u003e \u003cp\u003eAbout the Contributors 359\u003c\/p\u003e \u003cp\u003eIndex 363\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49406825333079,"sku":"9781118062883","price":26.34,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781118062883.jpg?v=1730497244","url":"https:\/\/bookcurl.com\/products\/the-new-advisor-for-life-9781118062883","provider":"Book Curl","version":"1.0","type":"link"}