Preparing for the Retirement Boom (J.K. Lasser Pro.)

The future livelihoods of financial advisors are being threatened by the Internet, a trend towards fee-based service and a new Generation X group of investors. In order to remain in business, financial advisors must change their business strategies and offer new services to clients, rather than simply selling products. This book outlines solutions that financial advisors can adapt in their practices to meet the changing demands of their clients.