The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts - Hardcover

Gresham, Stephen D.

Hardcover

ISBN 10: 0972303308 ISBN 13: 9780972303309

Publisher: Phoenix Investment Partners, 2002

Synopsis

The Managed Account Handbook, the first book of it's kind for financial advisors, features the benefits of managed accounts and "best practices" strategies used by many of the industry's leading advisors who have successfully incorporated managed accounts into their practices.

Among the topics covered are: information gathering strategies, creating managed account solutions, marketing managed accounts, and using managed accounts as part of a wealth management strategy.

The managed account industry is on a roll, driven by powerful baby boomer demographics and the boomers' growing need for customized tax-sensitive investment solutions. Financial advisors are using managed accounts as the primary income source for their high-net-worth practices.

Whether you are new to the business or looking to grow your existing advisory practice, this book will help you capture your share of new affluent clients and achieve a higher level of success.

About this title

From the Inside Flap

Achieve a New Level of Success

The managed account industry is on a roll, driven by powerful baby boomer demographics and the boomers’ growing need for customized, tax-sensitive investment solutions. Financial advisors to the affluent are using managed accounts as the primary income source for their high-net-worth practices.

In The Managed Account Handbook, author and industry executive, Steve Gresham, shares insights about the benefits of managed accounts and strategies of some of the industry’s best advisors who have successfully adopted managed accounts into their practices. Topics include:

Information gathering strategies
Creating managed account solutions
Marketing managed accounts
Using managed accounts as part of a wealth management strategy

Whether you’re new to the business or looking to grow your existing advisory practice, this book will help you capture your share of new affluent clients.

About the Author

Stephen D. Gresham, author, industry executive and wealth management expert, oversees sales and marketing for Phoenix Investment Partners' Private Client Group. Prior to joining Phoenix he was managing principal of The Gresham Company, LLC, a consulting firm serving some of the largest financial companies in the U.S. and overseas. He began his career in 1980 as a securities analyst and mutual fund portfolio manager. After developing a successful investment practice, he held senior executive positions at Advest; Systematic Financial Management, Inc.; and Weiss Peck and Greer, LLC in New York City, where he was a pioneer in the fee-based managed account industry.

He has appeared on CNN, CNNfn, PBS and in the pages of Business Week, Fortune and the New York Times. He is a columnist for on Wall Street and Registered Rep. and is the author, with Evan Cooper, of Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor, published in 2001 by Dearborn Trade.

Mr. Gresham is a former director of the Institute for Certified Investment Management Consultants. He holds a B.A. with distinction in organizational behavior from Brown University.

Edition details

• Publisher: Phoenix Investment Partners
• Publication date: 2002
• ISBN 10: 0972303308
• ISBN 13: 9780972303309
• Binding: Hardcover
• Language: English
• Edition number: 1
• Number of pages: 259