Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor

Front Cover
Kaplan Publishing, May 17, 2001 - Business & Economics - 224 pages
0 Reviews
In order to ensure future success, financial advisors must find a way to compete for one of the fastest-growing segments of the investing population - the affluent.

Stephen D. Gresham and Evan Cooper, authors of Attract and Retain the Affluent Investor, show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction.

What people are saying - Write a review

We haven't found any reviews in the usual places.

Related books

Other editions - View all

References to this book

References from web pages

Financial Speakers
STEVE GRESHAM. STEVE GRESHAM. DEMO AUTHOR OF: • The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed ...
www.financialspeakers.net/ proddetail.php?prod=greshams

Global Marketing: Foreign Entry, Local Marketing, and Global ...
Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor Stephen Gresham, Evan Cooper ( ) In order to ensure future success, ...
goodszila.ru/ General_1075701.html

【楽天市場】Attract and Retain the Affluent Investor: Winning ...
Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial ... Attract and Retain the Affluent Investor: Winning Tactics for Today's ...
item.rakuten.co.jp/ book/ 5017299/

Attract and Retain the Affluent Investor: Winning Tactics for ...
Carregando... Carregando... Fale Conosco. Onde Estou: Início · Livros. Livros. Attract and Retain the Affluent Investor: Winning Tactics for Today`s ...
buscadorcompras.terra.com.br/ meta_livros?isbn=0793144337& pr=37

INSURANCE NEWSCAST can be read online at www.insurancebroadcasting ...
INSURANCE NEWSCAST BOOK OF THE DAY - Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor by Stephen Gresham, Evan Cooper ...
www.insurancebroadcasting.com/ 021005.htm

Advisor
Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor · Attract and Retain the Affluent Investor: Winning Tactics for ...
mycountryonline.com/ about/ Advisor.htm

About the author (2001)

Stephen D. Gresham is Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., the $42 billion asset-management division of The Phoenix Companies. Prior to joining Phoenix, he managed his own wealth-management consulting firm, The Gresham Company, LLC, which served a global clientele of more than fifty financial services companies. He is also author of the recently released Wiley title Advisor for Life, as well as The Managed Account Handbook and Attract and Retain the Affluent Investor. Gresham serves on the Board of Governors at the Money Management Institute and is a founding board member of the International Money Management Institute.

Arlen S. Oransky is Vice President of the Money Management Institute, the national organization representing the managed account solutions industry. He leads the organization's membership acquisition and retention efforts. Oransky has over twenty-five years' experience in the financial services industry working with leading advisors and has served as senior vice president for Weiss, Peck & Greer Investments and as vice president and product manager for TIAA-CREF.

Evan Cooper started practicing yoga as a teenager ten years ago. A graduate of UCLA, she now teaches yoga to teenage girls throughout Los Angeles.

Bibliographic information