Business Management Book Store > Business Management books beginning with Q
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Questions Great Financial Advisors Ask... and Investors Need to Know |
Author: Alan Parisse
Published: 2006-06-01 |
List price: $22.00
Our price: $14.96
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As of: November 20th, 2008 01:18:05 PM
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Customer comments on this selection.
 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.
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.
 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 book to add to your library.
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.
A Great Trusted Advisor tool
Found this to be a good read which really focusses on the human touch when it comes to working with clients in today's financial world.A good tool which will assist you to focus on the important issues, and ask the right questions during your term of " EMPLOYMENT" with your client.
This is a book which will be refferred to on many occasions, for practical insight, when you feel you are going nowhere....We have all been there as Advisors - MJSW CFP(R)
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