Master the Basics
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Advisor for Life
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Steve Gresham
Executive Vice President...
Phoenix Investment... |
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Steve Gresham is the author of the new release titled Advisor for Life, which has received a very favorable response from the financial advisory community. Throughout this hour-long course, Steve covers several of the topics from the book as he explains how the role of an advisor has radically changed in just the last few years. Advisors' main challenge, he feels, is to take the necessary steps to evolve the practice in order to meet the needs of today's up-and-coming millionaires. Steve also reviews the results of an interesting survey that reveals clients' concerns are often much different than those of the advisor. In order to keep these clients and obtain new ones, flexible strategies must be developed to meet the broader needs of the new generation. Steve, who has an extensive financial background, will take you step-by-step through some of the processes that an advisor can follow to improve their existing client relationships as well as the steps they can use to obtain new ones.
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Powerful Tools:
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Sponsored Links
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W.H. Black & Company—Full service life insurance...
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Mines Management is a U.S-based mineral company...
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Lake Victoria Mining Company, Inc. is working to...
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