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Questions Great Financial Advisors Ask... and Investors Need to Know by David Richman and Alan Parisse (2006, Hardcover)

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QUESTIONS GREAT FINANCIAL ADVISORS ASK... AND INVESTORS NEED TO KNOW By Alan Parisse, David Richman - Hardcover **Mint Condition**.

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Product Information

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.

Product Identifiers

Publisher
Kaplan Publishing
ISBN-10
1419526804
ISBN-13
9781419526800
eBay Product ID (ePID)
51265729

Product Key Features

Book Title
Questions Great Financial Advisors Ask... and Investors Need to Know
Author
David Richman, Alan Parisse
Format
Hardcover
Language
English
Topic
Investments & Securities / Real Estate, Finance / General
Publication Year
2006
Genre
Business & Economics
Number of Pages
184 Pages

Dimensions

Item Length
9in
Item Height
0.5in
Item Width
6in
Item Weight
13.1 Oz

Additional Product Features

Lc Classification Number
Hg4621.P367 2006
Reviews
"The pyrotechnic prose of Alex Lemon's memoir creates an electrifying portrait of a body in crisis, and the way the soul is inexorably, reluctantly, dragged along.... If ever a book was written in blood, it is this one."-- Nick Flynn, author ofAnother Bullshit Night in Suck City
Copyright Date
2006
Target Audience
Trade
Lccn
2006-010542
Dewey Decimal
332.6/2
Dewey Edition
22

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Most relevant reviews

5 out of 5 stars
by ergra-24Jan 29, 2020
Perfect condition
The book is in an excellent condition. Looks like new.
Verified purchase: Yes | Condition: Pre-owned
5 out of 5 stars
by QFbD7hH8S42@Del...Dec 04, 2010
Excellent!!!
I recommend this book. It included more than 200 question. And lot of real case. Also is a short book, and is very interesting for a meet with a client Excellent

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