Domain Name Com's Questions Great Financial Advisors Ask... and Investors Need to Know

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

Domain Name Com's - : Questions Great Financial Advisors Ask... and Investors Need to Know

by: Alan Parisse, David Richman

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Binding: Hardcover
Dewey Decimal Number: 332.62
EAN: 9781419526800
ISBN: 1419526804
Label: Kaplan Business
Manufacturer: Kaplan Business
Number Of Items: 1
Number Of Pages: 184
Publication Date: June 01, 2006
Publisher: Kaplan Business
Release Date: June 01, 2006
Sales Rank: 20815
Studio: Kaplan Business

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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.

Customer Reviews

Average Rating: out of 5 stars

Rating:

- 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.

Rating:

- What Tripe
If you have no idea how to sell or how to build a relationship, then read this and realize that you will never succeed in sales anyway. This book tries to give good questions, but instead peddles a bunch of nonsense about knowing everything about your clients-- at one point saying that as a financial advisor you should be able to help clients keep tabs on their grown children's health care plans. There is knowing your clients; and then there is knowing too much about your clients. What was worth ... Read More

Rating:

- 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.

Rating:

- Worth Reading
This is a well written explanation of fairly straightforward questions that perhaps veteran Financial advisors have forgotten and newbies have not yet learned. Don't expect to learn any script from the book but simply take away some good, down-to-earth, strategic questions you should be asking of your clients. Using these questions, and those that you will formulate yourself from reading the book, you will get a better understanding of your clients underlying goals and thoughts about money. An important ... Read More

Rating:

- Questions?
The book is a quick read. For the newer advisor, the narrative on the importance of questions might be helpful. For the established advisor, skip to the last few pages and review the list of questions.

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