- ISBN13: 9781419526800
- Condition: New
- Notes: BUY WITH CONFIDENCE, Over one million books sold! 98% Positive feedback. Compare our books, prices and service to the competition. 100% Satisfaction Guaranteed
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 atten… More >>
Questions Great Financial Advisors Ask… and Investors Need to Know
Tags: Advisors, Ask..., Financial, Great, Investors, Know, Need, Questions
They gave me a copy of the book of a financial advisor. His only comment that I would look over if I had a moment. I can not say that I related to everything in the book as it is written from the perspective of the consultant. But I can say that after reading it I changed the way I looked at my financial person and then as it did to me. Some of the things I thought? Why I can not have a personal relationship with me? I do not think he was interested in me and how I related to money? After some soul searching and interviews with consultants, money managers have a new – and I like his approach very much. In fact, I have decided to trust my grandchildren with her.
Rating: 4 / 5
This is a great example of how to develop deep relationships with their customers. The sincerity and quality of the questions are ones that really matter. One of the most difficult issues at hand is how to develop a plan for our customers without open communication and honest work can be left incomplete. This book will help you ask these questions.
Rating: 5 / 5
This book is a great reference for me, and reinforces some of my basic ideals, to how to create a customer base that just does not trust you, but it works for you, because you can send really do care about her and her future.
This is an essential book for me in my library.
Rating: 5 / 5
I met Alan Parisse, from what I’ve read the book. I was very happy to know that my advisers have not asked just for me – and the answers that helped them to help me.
Rating: 5 / 5
This is a good explanation of issues in writing and not merely, perhaps, a veteran financial advisors have forgotten and the newcomers have not learned yet. Do not expect to learn any script from the book, but just take away something good, to the earth and strategic questions of their clients. The use of these questions, and only they make reading the book, you will get a better understanding of the underlying clients goals and thoughts about money. An important book to add to your collection.
Rating: 4 / 5