Questions Great Financial Advisors Ask... and Investors Need to Know |  | Authors: Alan Parisse, David Richman
Publisher: Kaplan Business
Category: Book
List Price: $22.00
Buy New: $11.00
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Seller: amazingsalebooks
Rating:  12 reviews
Sales Rank: 36,327
Media: Hardcover
Pages: 184
Number Of Items: 1
Shipping Weight (lbs): 0.7
Dimensions (in): 9.1 x 6 x 0.8
ISBN: 1419526804
Dewey Decimal Number: 332.62
EAN: 9781419526800
ASIN: 1419526804
Publication Date: June 1, 2006
Availability: Usually ships in 1-2 business days
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| • | 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 |
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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 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.
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| Customer Reviews:
Showing reviews 1-5 of 12
 Great book very helpful August 15, 2008
Deborah K. Martin
7 out of 7 found this review helpful
This is a great example of how to develop deep relationships with your clients. The sincerity and quality of the questions are what really matter. One of the most difficult issues we deal with is how to put together a plan for our clients, without their open and honest communication the job can be left incomplete. This book will help you in asking those questions.
Very informative May 12, 2008
L. Mims (Lumberton, TX)
4 out of 5 found this review helpful
This book has been a great reference for myself, and reinforces some of my core ideals, including how to create a customer base that not only trusts you, but works for you because you can convey to them that you actually DO care about them and their futures.
This is a core book for me in my library.
I learned a lot - and will use what I learned! July 30, 2006
Richard Friedland (La Jolla)
8 out of 11 found this review helpful
I've met Alan Parisse, so I read the book. Was really pleased to learn how much my own advisors have NOT asked me - and the answers would have helped them to help me.
Excellent Book July 5, 2007
Walter Roop
4 out of 6 found this review helpful
I wish someone had given this book to me 21 years ago. The book does a great job focusing on great questions and listening. I like the outline summary of all the questions at the end. It has truly helped me become a better advisor and transform the client into a new discovery of their need. Buy this book and carry it whereever you go.
questions great financial advisors ask June 26, 2006
L. Carlin
3 out of 12 found this review helpful
Book is full of dynamic tips for creating and maintaining stronger client relationships.
Showing reviews 1-5 of 12
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