This work includes practical advice for succeeding in the wealth management arena. In a world where all true advisors are selling advice, how do the best distinguish themselves? By providing advice most prized by affluent households advice for living financially successful and fulfilling lives. Going far beyond everyday investment issues, "Advisor for Life" is about delivering personalized information to help clients reach their most important financial goals. And unlike other books, which outline product-based advice, "Advisor for Life" begins by proposing the question: What does the client hope to accomplish and what products and services can best help them achieve those objectives? Author Stephen Gresham has extensive experience as a wealth management advisor and industry visionary, and now, he wants to share those experiences with professionals looking to excel in this arena. Informative and engaging, "Advisor for Life" offers practical advice for surviving and thriving in one of today's most competitive industries. Stephen D. Gresham (Hartford, CT and New York, NY) is Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., a $42 billion asset-management division of The Phoenix Companies.