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Questions Great Financial Advisors Ask... and Investors Need to Know Alan Parisse

Questions Great Financial Advisors Ask... and Investors Need to Know By Alan Parisse

Questions Great Financial Advisors Ask... and Investors Need to Know by Alan Parisse


$14.39
Condition - Very Good
Only 1 left

Summary

Presents the questions great advisors ask that lead to the probing and personal conversations necessary to diagnose and understand clients'-and potential clients'-deep-seated feelings about money. This work includes questions, suggestions, and stories from some of the world's top financial advisors, including a chapter of great questions to ask.

Questions Great Financial Advisors Ask... and Investors Need to Know Summary

Questions Great Financial Advisors Ask... and Investors Need to Know by Alan Parisse

A financial advisor recounts an interview with a recently retired physician who planned an enjoyable-and costly-retirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the advisor's words: This fellow was a bit of a know-it-all, and I wasn't getting through. Finally I asked him, 'Doctor, how will it feel for you when you have to go back to work?' That got his attention, and I was able to lay out a strategy that would allow him to retire and stay retired. In Questions Great Financial Advisors Ask!and Investors Need to Know, coauthors Alan Parisse and David Richman have compiled the questions great advisors ask that lead to the probing and personal conversations necessary to diagnose and understand clients'--and potential clients'--deep-seated feelings about money. That's how great advisors help clients wring the emotion out of investing and set them on the rational road to achieving their financial goals. Throughout this book are questions, suggestions, and stories from some of the world's top financial advisors, including a chapter of great questions to ask organized by topic.

Additional information

GOR007769674
9781419526800
1419526804
Questions Great Financial Advisors Ask... and Investors Need to Know by Alan Parisse
Used - Very Good
Hardback
Kaplan Publishing
20061101
184
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
This is a used book - there is no escaping the fact it has been read by someone else and it will show signs of wear and previous use. Overall we expect it to be in very good condition, but if you are not entirely satisfied please get in touch with us

Customer Reviews - Questions Great Financial Advisors Ask... and Investors Need to Know