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Book Categories |
| Preface | ||
| A Time for Change | ||
| Acknowledgments | ||
| 1 | Who Are Today's Wealthy Clients? | 1 |
| 2 | Investment Advisor or Wealth Advisor? | 23 |
| 3 | A New Definition of Service | 45 |
| 4 | When One Isn't Enough | 65 |
| 5 | Capturing Your Share of the Pie | 91 |
| 6 | Finding the Tools You Need | 125 |
| 7 | Best Practices from Top Wealth Advisors | 137 |
| 8 | Becoming a Wealth Manager | 157 |
| 9 | Measure Your Success | 167 |
| 10 | Your Questions Answered | 175 |
| App.: A Directory of Designations | 187 | |
| Index | 195 |
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Joe Vince
reviewed Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor on February 22, 2012
Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor
I purchased the original book in 2008 just when I was entering this field of work.
This 'revised' edition has very little to add to the original book, but is still a very good compilation.
There are some heroes of old and some who still hold their sway post the 2008/09 mayhem. A must read for people who like understanding the motivations of HF managers and an insight into their personalities.
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