Questions Great Financial Advisors Ask... and Investors Need to Know |
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| Title: | Questions Great Financial Advisors Ask... and Investors Need to Know |
| Author: | Alan Parisse
David Richman |
| Publisher: | Kaplan Business |
| Type: | Book / Hardcover |
| Publication Date: | 01 June, 2006 |
| ISBN / ISBN-13: | 1419526804 / 9781419526800 |
| List Price: | $22.00 |
| You Save: | $7.04 |
| Amazon Price: | $14.96 |
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This book is also available, brand-new, from 3rd-party marketplace sellers at Amazon.com, from $11.92.
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Editorial Review / Publisher's Information:
Product Description
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. Â
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Customer Reviews:
• Worth Reading
15 August, 2007
This is a well written explanation of fairly straightforward questions that perhaps veteran Financial advisors have forgotten and newbies have not yet learned. Don't expect to learn any script from the book but simply take away some good, down-to-earth, strategic questions you should be asking of your clients. Using these questions, and those that you will formulate yourself from reading the book, you will get a better understanding of your clients underlying goals and thoughts about money. An important book to add to your library.
- Amazon Customer Review
• Lots Of Info
16 January, 2009
I bought this for my husband and he seems to like if fairly well. He has told me that it has some great things to discuss with his clients. Hope this helps.
- Amazon Customer Review
• I Could Not Have Been More Disappointed...
05 March, 2009
I was initially very excited to have purchased this book and was looking forward to what insights I would learn from it.
If your intelligence level would typically be described as below average this book may appeal to you otherwise it is a waste of money.
The author(s) repeatedly refers to advisors they site as "hot shots" and "up and coming" .... Why would you have to fluff your "experts" up? Quit insulting my intelligence... I am assuming that any advisors you refer to are successful - why does that author have to fluff them up?
Save your money or buy - Storytelling of financial advisors or any of the Dale Carnegie books...
- Amazon Customer Review
• Very Informative
12 May, 2008
This book has been a great reference for myself, and reinforces some of my core ideals, including how to create a customer base that not only trusts you, but works for you because you can convey to them that you actually DO care about them and their futures.
This is a core book for me in my library.
- Amazon Customer Review
• Great Book Very Helpful
15 August, 2008
This is a great example of how to develop deep relationships with your clients. The sincerity and quality of the questions are what really matter. One of the most difficult issues we deal with is how to put together a plan for our clients, without their open and honest communication the job can be left incomplete. This book will help you in asking those questions.
- Amazon Customer Review
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