Review of The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions (Hardcover)

While Mssrs. Gresham and Oransky have oriented this great book toward helping financial advisors, it is a must read for those who sell services to these advisors.New and experienced wholesalers, alike, should come away with ideas on how to be a better value-added resource to their advisor clients.
Specifically, here is what I liked about this book:
1) Provides a quality review of the managed account industry, especially why it has evolved the way it has and the benefits it provides advisors and their clients.
2) Looks into the future to show some of the important new trends, such as ETF's and alternative investments.
3) Guides advisors on how to be better business and sales people (hint for all wholesalers: become an expert of these chapters and differentiate yourself by helping your advisor clients grow their businesses)
4) Very well organized, with specific and handy tools and guides.
Again, this is a must read for people in our industry.
Michael Sakraida
Sales consultant for advisor-based sales programs



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Review of Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families (Hardcover)

I bought this book because i was thinking about becoming a financial advisor.A lot of the advise is outdated (the author speaks about the business practices of Ford and GM with high praise, while not referencing other companies or industries).Perhaps if I was currently a financial advisor and i needed to finetune my approach this would be a good book to read, but it does nothing to inspire or help you get your practice off the ground.Conclusion:if you're a financial advisor with a few years of experience, but you think your list of clients has room to grow, this is the book to read.If you're starting out i would stay away.



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