Questions Great Financial Advisors Ask... and Investors Need to Know

by Alan Parisse, David Richman, David Richman Alan Parisse

Book Overview

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... This description may be from another edition of this product.

• Format: Hardcover
• Language: English
• ISBN: 1427798516
• ISBN13: 9781427798510
• Release Date: January 1
• Publisher: Kaplan Publishing
• Length: 162 Pages
• Weight: 1.04 lbs.
• Dimensions: 0.7" x 6.1" x 9.1"

Customer Reviews

Great read

Great book, it gives you a foundation to deal with different types of clients.

Great book very 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

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.

Excellent Book

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.

I learned a lot - and will use what I learned!

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.

questions great financial advisors ask

Book is full of dynamic tips for creating and maintaining stronger client relationships.