How a more personal approach to managing client relationships can help today's financial advisor excel.
As financial products become more commoditized, the new competitive frontier for many advisors is centered on managing relationships. Hence the need for The New Financial Advisor--an innovative guide that will help advisors meet the demands of their expanded role in the lives of their clients. In this practical book, author Scott Budge frames new challenges and opportunities financial advisors will face with their clients and provides concepts for them to step confidently and ethically into an arena where one needs more than technical knowledge to prosper. Drawing on existing research and interviews with leading advisors, this reliable resource brings together the issues, tools, and techniques advisors can use to grow their businesses in a satisfying and responsible way. Today's financial advisors are drawn inexorably into a complex web of family entanglements that make training in equity markets and financial engineering seem like child's play. Understanding the new nature of this business is important, and with The New Financial Advisor, readers will discover exactly what it takes to make it in this field.
G. Scott Budge, PhD (Bryn Mawr, PA), is a Managing Director with Greenwich, Connecticut-based RayLign Advisory, LLC.
