Advisor for Life (ePub)

"The Age Wave of retiring baby boomers is creating a seismic
bonanza for financial advisors--if they can provide the kinds of
creative and flexible strategies their clients will be wanting and
needing. Steve Gresham provides the solid, imaginative, yet
practical guidance needed to build winning strategies to meet the
needs of a new generation of investors. I have long respected his
work and heartily recommend this book."

--Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age
Wave, Age Power,The Power Years, and Workforce Crisis

"Steve Gresham showed us in The Managed Account Handbook that the
basics to asuccessful advisor do not differ from one country to
another. In this book, he is expanding his horizon with his
extensive experiences to further help you to develop the skills for
building a devoted client base. This is the must-read book for all
who want to succeed in the financial advisory industry."

--Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors
Ltd.

"For thirty years, advisors have been using wealth accumulation as
their main sales weapon. With the boomers entering retirement, all
that's out the window. Now the imperatives are income distribution,
planning--making sure the investor does not run out of money. In
Steve's newest book, he does an excellent job of walking advisors
through this change and showing them how to alter their practices
to not only survive but thrive. This is a must-read for any advisor
who still wants to be in the business in ten years."

--Len Reinhartfounder and President, Lockwood Advisors?

"For over thirty years, I have sought advice from industry experts
who can help me grow and optimize my practice. Steve Gresham's
advice is always of interest to me--he is always right there on the
cutting edge."

--John Rafal, President, Essex Financial ServicesRegistered Rep.'s
Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial
Advisor

"A good coach can help even the best players reach their potential.
As a financial advisor, you coach successful families to tackle
life's challenges and achieve their goals. Steve Gresham can
help--he has the tactics to help you build a winning team."

--Mike KrzyzewskiHead Coach, Duke University Basketball and the
2006 U.S. National Team