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

    By Alan Parisse, David Richman
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.
Rising from garbage collector to Wall Street executive, Alan Parisse is a seasoned financial services professional with over 20 years of frontline experience. Parisse is the first and only speaker from the investment business to be inducted into the National Speakers Association's Hall of Fame. Over the years, he has consulted to the world's top financial services firms, including Citibank, Wells Fargo, Merrill Lynch, New York Life, and others. Parisse is the author of and contributor to five books and audio programs. With more than 25 years in the investment industry, David Richman is a managed accounts specialist for one of the nation's premier investment companies. Richman has been a successful securities retailer, wholesaler, and principal, and throughout the years has counseled hundreds of investment advisors. An investment pro and accomplished speaker, he frequently addresses audiences of brokers and financial planners throughout the Northeast and Midwest. Richman is a member of the Connecticut Bar and holds a BA and an MA from the University.


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ISBN 9781419526800
Language English
Pages 162
Publish Date 11/01/2006
Publisher Kaplan Business