book data
2 ratings,
2.00
average rating, 1 review
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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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avg 2.00
editions: all | this edition
editions: all | this edition
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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