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

by Alan Parisse
Questions Great Financial Advisors Ask... and Investors Need to Know
book data
2 ratings, 2.00 average rating, 1 review (more data...)
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published
June 1st 2006 by Kaplan Business

binding
Hardcover, 184 pages

isbn
1419526804    (isbn13: 9781419526800)

description
A financial advisor recounts an interview with a recently retired physician who planned an enjoyable—and costly—retirement. The doctor wanted his enti...more




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Sarah
12/07/07
Sarah rated it: 2 of 5 stars

bookshelves: development-books
Read in December, 2007
recommends it for: Financial Advisors
Again, this book was so-so. I was asked to read it by my boss as part of my increased responsibility at work and meeting with clients. This book is 100% directed towards financial advisors, not 50% meant for the average investor like the author states at the beginning. The underlying point of the whole book is focusing on the trusting and total relationship between the advisor and the investor. That's something we all already know and build. I felt like the authors contributed nothing new, ...more
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Josh
06/02/09
Josh marked it as to-read

bookshelves: to-read

Jazon Dion Fletcher
01/26/09
Jazon Dion Fletcher is currently reading it

bookshelves: currently-reading

James
01/05/09
James marked it as to-read

bookshelves: to-read

Orenda
10/25/08
Orenda rated it: 2 of 5 stars

Read in January, 2009




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