Über dieses Produkt

Product Identifiers

PublisherKaplan Publishing

ISBN-101419526804

ISBN-139781419526800

eBay Product ID (ePID)51265729

Product Key Features

Book TitleQuestions Great Financial Advisors Ask... and Investors Need to Know

Number of Pages184 Pages

LanguageEnglish

Publication Year2006

TopicInvestments & Securities / Real Estate, Finance / General

GenreBusiness & Economics

AuthorDavid Richman, Alan Parisse

FormatHardcover

Dimensions

Item Height0.5 in

Item Weight13.1 Oz

Item Length9 in

Item Width6 in

Additional Product Features

Intended AudienceTrade

LCCN2006-010542

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

Dewey Edition22

Dewey Decimal332.6/2

SynopsisA 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., 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., 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"., 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., Coauthors Parisse and 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.

LC Classification NumberHG4621.P367 2006