Despite the growth of online investing, the overwhelming bulk of the nation's individual investor assets continue to be managed with help from an advisor-be it a stockbroker, financial planner, accountant or attorney. Whereas many financial intermediaries are concentrating on this burgeoning affluent market, most remain unsure they'll be able to compete.

In Attract and Retain the Affluent Investor, Stephen D. Gresham, an expert in marketing financial services to the affluent, and Evan Cooper, a respected financial journalist, show brokers how to make money by building an affluent client base.

Using checklists as well as sidebars and pullouts of tips and anecdotes, this timely book offers practical money-making solutions for stockbrokers and other advice-givers.