Attract And Retain The Affluent Investor

Winning Tactics for Today's Financial Advisor.

This book shows brokers how to make money by building an affluent client base. Along the way, Stephen D Gresham and Evan Cooper address the following reader concerns:
- What's the best way to transition from transactional to relational broker?
- Ho do I prospect for these new types of clients?
- What do I have to know to serve these clients better?
- What level of service will such clients expect of me?
- Can I be a client's private banker?

Using checklists as well as sidebars and pullouts of tips and anecdotes, this timely book offers practical money making solutions for stockbrokers and other advice givers.