Questions Great Financial Advisors Ask… and Investors Need to Know
- ISBN13: 9781419526800
- Condition: NEW
- Notes: Brand New from Publisher. No Remainder Mark.
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 attent… More >>
Questions Great Financial Advisors Ask… and Investors Need to Know
5 Responses to “Questions Great Financial Advisors Ask… and Investors Need to Know”
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This is a must read for any financial advisor and even a great book for prospective clients to read.
Rating: 5 / 5
Book is full of dynamic tips for creating and maintaining stronger client relationships.
Rating: 5 / 5
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…
Rating: 1 / 5
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.
Rating: 4 / 5
The book is a quick read. For the newer advisor, the narrative on the importance of questions might be helpful. For the established advisor, skip to the last few pages and review the list of questions.
Rating: 4 / 5