![The New Advisor for Life](/summary-img/16734-JOR6CTXK.jpg?h=M&b=0)
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Recommendation
Predicting the future is difficult, especially for financial professionals who are well paid to try to ordain the future while providing guidance to nervous, wealthy investors. Given the wealth destroyed in the 2008 recession, do financial professionals – especially wealth advisers – have more or better answers today than they did before the recession? While thorough and pleasant, this book does not present radically new advisory models, nor is it as critical as it might be of outmoded approaches in the financial advisory profession. Because it treads familiar ground, experienced practitioners may find mostly a refresher in terms of added value here. getAbstract recommends this primarily to new advisers, including career changers, and to clients seeking insight into how their counselors see their work and portfolios.
Summary
About the Author
Stephen D. Gresham, a visiting instructor at the Taubman Center for Public Policy and American Institutions at Brown University and business chair of Brown’s Retirement Readiness Project, is also the author of Advisor for Life and The New Managed Account Solutions Handbook.
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