On 2009-03-05 J. Hillig, st.louis wrote: I was initially very excited to have purchased this book and was looking forward to what insights I would learn from it.
If your intelligence level would typically be described as below average this book may appeal to you otherwise it is a waste of money.
The author(s) repeatedly refers to advisors they site as ´hot shots´ and ´up and coming´ .... Why would you have to fluff your ´experts´ up? Quit insulting my intelligence... I am assuming that any advisors you refer to are successful - why does that author have to fluff them up?
Save your money or buy - Storytelling of financial advisors or any of the Dale Carnegie books.... And summed up by saying I could not have been more disappointed.... Currently Questions Great Financial Advisors Ask... and Investors Need to Know has an overall rating of 8 over 10.
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Kaplan Business claimed 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.
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