J.K. Lasser Pro Preparing for the Retirement Boom (Wiley Trading)

By Thomas Grady

Practice-Building Strategies From The Financial Advisor's Advisor The future livelihoods of financial advisors are being threatened by several factors including the increasingly popular use of the Internet, the repeal of the Glass-Steagall Act, and the trend toward fee-based service rather than commission-based sales. To remain in business, financial advisors must revamp their strategies and offer new services to clients, rather than simply sell products. This book will outline solutions that financial advisors can adapt in their practices to meet the changing needs of their clients, including: Specific steps planners can take to meet the new demands of financial planning for the new century Ways to intercept Baby Boomers on their way to retirement Highly effective strategies from the author's own practice that are applicable to clients across a wide range of ages and income levels Financial advisors, attorneys, and investment counselors will find the information in this volume indispensable to the futures of their clients-and their practices. Please visit our Web site at www.jklasser.com

• Format: Hardcover
• Language: English
• ISBN: 047138500X
• ISBN13: 9780471385004
• Release Date: October 2000
• Publisher: Wiley
• Length: 256 Pages
• Weight: 1.15 lbs.
• Dimensions: 0.9" x 6.4" x 9.3"

Customer Reviews

Right on Target

Supepr book...looks into the future and gives a clear idea of what our profession will look like. Especially with regards to compensation and independtent work.