Customer Reviews

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

5 star:		(7)
4 star:		(1)
3 star:		(1)
2 star:		(0)
1 star:		(0)

 

 

I bought this book because i was thinking about becoming a financial advisor. A lot of the advise is outdated (the author speaks about the business practices of Ford and GM with high praise, while not referencing other companies or industries). Perhaps if I was currently a financial advisor and i needed to finetune my approach this would be a good book to read, but it does nothing to inspire or help you get your practice off the ground. Conclusion: if you're a financial advisor with a few years of experience, but you think your list of clients has room to grow, this is the book to read. If you're starting out i would stay away.

Any financial advisor who doesn't take advantage of Steve's insights puts him/herself at a disadvantage.
Steve writes based on unparalleled industry knowledge, the ability to anticipate future trends, and a solid dose of reality from extensive dealings with financial advisors. He is able to keep an audience spellbound and now translates much of that insight into a handbook that will guide those advisors who want to be ahead of the curve, deliver service that keeps clients coming back for more, and bring their friends along without being asked. I have worked in the financial services field for over 15 years and Steve's book is a 'must have' for the successful advisor of the future.

Mr. Gresham has produced a brilliant source of knowledge and wisdom for the benefit of all of us in the personal financial planning arena. This book really emphasizes not only on the technical aspect but on the relationship aspect of our industry.

Obviously a great read for financial advisors - start building a solid practice from day one. Clients should pick this one up as well. Knowing what to ask when to ask builds a strong relationship.

In his book, " Advisor For Life" Steve Gresham once again shares with us his vast knowledge of the financial services industry.The book is a superb walk through of what is takes to be the Indispensable Financial Advisor and should be read by all in our industry.
My hat is off to you Steve for a job superbly well done !
Thank you
Rodger A. Friedman
Rockville, MD.

A very informative book that is real easy to read and follow. I AM NOT an investment advisor, rather I bought this book to help me determine how best to evaluate such an advisor for future engagement. I found it outstanding as a tutorial as to what to look for, and what to run from. It yields very good counsel.

Most middle/high income people should have a financial advisor, even those of us who are well educated and experienced with the business world, investments, balance sheets, etc. Selecting a good advisor is very, very critical. This book adds a lot of value to that selection process, and I believe could well save the reader thousands and thousands of dollars and many nights of insomnia.

From my standpoint this book offers good value to anyone even just thinking of engaging an investment or financial advisor.

It is a book that answer many questions you have when starting as an adviser. It really help you understand the basic concepts and allows you to move on.

Definetely a plus....

Steve Gresham provides keen insight into the past, present and future of successful financial advisors. His extensive industry experience is clearly in play with his newest book, which should be included as a recommended read for anyone looking to move their financial services career forward. Entertaining, informative and inspiring is the bottom line for "Advisor for Life".

A well-written excellent read for all advisors who want to grow and succeed in the financial advisory business.