""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.
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""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.
Imprint | Kaplan Publishing |
Country of origin | United States |
Release date | April 2008 |
Availability | Supplier out of stock. If you add this item to your wish list we will let you know when it becomes available. |
First published | April 2008 |
Authors | Alan Parisse, David Richman |
Dimensions | 231 x 155 x 18mm (L x W x T) |
Format | Hardcover - Sewn / Cloth over boards / With dust jacket |
Pages | 162 |
ISBN-13 | 978-1-4277-9851-0 |
Barcode | 9781427798510 |
Categories | |
LSN | 1-4277-9851-6 |