Honest Conversations: Important Questions Americans Should Ask Their Financial Advisor to Have More Productive Conversations

by Dan Rosenberg

Honest Conversations a book to help Americans have more productive conversations with their advisors to achieve financial independence. Mr. Rosenberg has been helping families and the businesses they own achieve their planning goals for over 35 years. As a product manufacturing and distribution executive, he worked directly with Portfolio Managers, Analysts, and thousands of financial planning professionals during the investment...

• Format: Paperback
• Language: English
• ISBN: 0983174830
• ISBN13: 9780983174837
• Release Date: December 2023
• Publisher: Hurricane Publishing
• Length: 78 Pages
• Weight: 0.22 lbs.
• Dimensions: 0.2" x 5.5" x 8.5"