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

Gresham, Stephen; Cooper, Evan

Hardcover

ISBN 10: 0793144337 ISBN 13: 9780793144334

Publisher: Kaplan Publishing, 2001

Synopsis

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.

About this title

About the Author:

Stephen Gresham -- Stephen D. Gresham is founder and principal of The Gresham Company, LLC, a Madison, Conn.-based consulting firm that advises brokerage firms, mutual fund managers, insurers and banks about how to attract and serve affluent clientele. A former stockbroker, portfolio manager and financial marketer, the Brown University graduate is a former director of the Institute for Certified Investment Management Consultants. He currently contributes a monthly column to On Wall Street. Evan Cooper -- Evan Cooper is a veteran financial journalist who is currently editor-in-chief of On Wall Street magazine, a monthly publication reaching 90,000 stockbrokers. Previously, he edited Securities Industry Daily and, before that, Securities Industry Management. Earlier in his career, he worked for the New York Stock Exchange and the Securities Industry Association. Cooper is a graduate of the City College of New York and Northwestern University's Medill School of Journalism.

About this edition

• Publisher: Kaplan Publishing
• Publication date: 2001
• ISBN 10: 0793144337
• ISBN 13: 9780793144334
• Binding: Hardcover
• Number of pages: 224