Attract and Retain the Affluent Investor: Winning Tactics for Today’s Financial Advisor

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.