Posts Tagged ‘Investors’

Questions Great Financial Advisors Ask… and Investors Need to Know

Friday, August 13th, 2010

  • ISBN13: 9781419526800
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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