SKU: 68786561611

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

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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
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SKU: 68786561611

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Nicole
Omaha, US
★★★★★ 5
Instructions for Timex 33mm Watch
Color: Blue/Silver-Tone/Digital, Color: Blue/Silver-Tone/Digital
Watch is good. No instructions included so I found some and posted them above. Bought this for 10yr old and fits perfectly.
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Reviewed in the United States on February 24, 2026
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Rose Hilsinger
Whiting, US
★★★★★ 5
Watch
Color: Black/Silver-Tone/Digital
Keep good time. I used this when I was working.
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Reviewed in the United States on April 26, 2026
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TC
Cuba, US
★★★★★ 1
A waste
Color: White/Silver-Tone/Digital
If I could I would give it zero stars. It was running when I received it so who knows how long the battery has left. No instructions were included. The setup is impossible unless you’re into computerized “smart” crap. I looked up how to do that and it’s way too involved for a watch to tell me what the time is. I don’t want a personal dictator, I just wanted a watch I could wear and know what time it is. Too much hassle to return. It’s going in the trash. Total waste of time energy and money. Zero stars.
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Reviewed in the United States on July 12, 2025
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Kristi J Williams
Cuba, US
★★★★★ 4
Favorite Watch
Color: Black/Silver-Tone/Digital, Color: Black/Silver-Tone/Digital
I have been using this same kind of watch for 10+ years. I like the belt like strap and the small size. I also appreciate how it has a light on it, the date, and the stop watch. I haven’t had any issues with the battery. These watches have held up well for me although I try to avoid getting them wet. The buttons are hard to press when you first get them but get a little easier to press over time. I still have issues remembering how to change the time and typically have to look up how. The silver parts on the front do wear out over time and turn copper colored. I wore one of these watches for around 5 years before buying a new one when the band which holds the excess space from the band broke. Attached is a picture of the watch that I wore for at least 5 years and a brand new one that I bought.
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Reviewed in the United States on April 11, 2026
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S. C. Lehman
Phoenix, US
★★★★★ 5
Perfect for School
Color: Blue/Silver-Tone/Digital
Purchased as a for a middle schooler who isn’t allowed any electronics at school during school hours. Helps keep her on task without breaking the smart device policies. Perfect “old school” way to work.
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Reviewed in the United States on March 18, 2026

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