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"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 ...
"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.
Posted October 24, 2006
I bought this book after hearing Alan Parisse speak to our group. The speech was informative, but the book goes the next step. It provided good information that got me thinking about how I relate to my clients. I liked it so much that I'm thinking of registering for one of Alan's training programs and I regularly listen to his podcasts.Was this review helpful? Yes NoThank you for your feedback. Report this reviewThank you, this review has been flagged.