The Essential Advisor: Building Value in the Investor-Advisor Relationship
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The Essential Advisor: Building Value in the Investor-Advisor Relationship

by Bill Crager, Jay Hummel

Business Finance
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The Essential Advisor examines how value is built within the investor-advisor relationship. Written by Bill Crager and Jay Hummel, this book explores the connection between financial guidance, investor needs, and the role of the advisor in creating a stronger professional partnership.

About This Book

The Essential Advisor: Building Value in the Investor-Advisor Relationship examines the relationship between investors and their financial advisors.

Bill Crager and Jay Hummel focus on the idea of building value through the advisor-investor connection.

The book offers a business and investing perspective on the role of effective advisory relationships.

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I will be using this book for: