Questions Great Financial Advisors Ask... and Investors Need

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

A financial advisor recounts an interview with a recently retired physician who planned an enjoyableâ€”and costlyâ€”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 advisorâ€™s words:
"This fellow was a bit of a know-it-all, and I wasnâ€™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 Askâ€¦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'â€”and potential clients'â€”deep-seated feelings about money. Thatâ€™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 worldâ€™s top financial advisors, including a chapter of "great questions to ask" organized by topic.
Country USA
Brand Kaplan
Manufacturer Kaplan Publishing
Binding Hardcover
ItemPartNumber 9781419526800
ReleaseDate 2006-06-01
UnitCount 1
EANs 9781419526800

Country	USA
Brand	Kaplan
Manufacturer	Kaplan Publishing
Binding	Hardcover
ItemPartNumber	9781419526800
ReleaseDate	2006-06-01
UnitCount	1
EANs	9781419526800

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

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