Questions Great Financial Advisors Ask... and Investors Need to Know
by Alan Parisse, David Richman
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Book Summary Information
Author: Alan Parisse, David RichmanEdition: Hardcover
Audio: English (Original Language); English (Unknown); English (Published)
Published: 2006-06-01
ISBN: 1419526804
Number of pages: 184
Publisher: Kaplan Business
Book Reviews of Questions Great Financial Advisors Ask... and Investors Need to Know
Book Review: Great book very helpful
Summary: 5 Stars
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.
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