Title
Questions Great Financial Advisors Ask... And Investors Need To Know
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A Financial Advisor Recounts An Interview With A Recently Retired Physician Who Planned An Enjoyableand Costlyretirement. 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 Advisors Words:This Fellow Was A Bit Of A Knowitall, And I Wasnt 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 Askand 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'Deepseated Feelings About Money. Thats 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 Worlds Top Financial Advisors, Including A Chapter Of Great Questions To Ask Organized By Topic.
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- Q: What is the binding of this book? A: The binding is hardcover. This durable format enhances the longevity of the book, making it suitable for frequent reading.
- Q: How many pages does this book have? A: The book contains one hundred eighty-four pages. This length provides a comprehensive exploration of financial advisory questions.
- Q: What are the dimensions of this book? A: The dimensions are six inches in length, zero point five one inches in width, and nine point zero two inches in height. These measurements make it easy to store or carry.
- Q: Who are the authors of this book? A: The authors are Alan Parisse and David Richman. They bring valuable expertise from their experience as financial advisors.
- Q: What is the genre of this book? A: The genre is Economics. It focuses on financial advisory practices and investment strategies.
- Q: Is this book suitable for beginners in finance? A: Yes, this book is suitable for beginners. It poses essential questions that help new investors understand their financial goals.
- Q: How can I apply the advice in this book? A: You can apply the advice by reflecting on the questions posed throughout the book and discussing them with your financial advisor. This will deepen your understanding of your financial situation.
- Q: Does this book contain practical examples? A: Yes, it contains practical examples and stories from top financial advisors. These real-life scenarios help illustrate the concepts discussed.
- Q: What age group is this book intended for? A: This book is intended for adults. It addresses financial planning topics relevant to those preparing for retirement.
- Q: How should I care for this book? A: You should keep it in a dry place and avoid exposing it to moisture. Regularly dusting the cover can help maintain its appearance.
- Q: Is this book safe for young readers? A: Yes, it is safe for young readers. However, the content is primarily aimed at adults interested in financial advice.
- Q: What if I receive a damaged copy of the book? A: You should contact the seller for a return or exchange. Most sellers have a policy for handling damaged items.
- Q: Can I return the book if I'm not satisfied? A: Yes, typically you can return the book if you're not satisfied. Check the return policy of the seller for specific guidelines.
- Q: Does this book cover investment strategies? A: Yes, it covers investment strategies. The authors discuss various approaches to help readers achieve their financial goals.
- Q: Are there any online resources associated with this book? A: Yes, some books have associated online resources. Check the publisher's website for any supplementary materials.
- Q: What makes this book stand out from other finance books? A: This book stands out due to its focus on the questions advisors ask. It emphasizes understanding clients' emotional relationships with money.