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[Free PDF.vUPM] Questions Great Financial Advisors Ask... and Investors Need to Know

[Free PDF.vUPM] Questions Great Financial Advisors Ask... and Investors Need to Know

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A financial advisor recounts an interview with a recently retired physician who planned an enjoyableand costlyretirement. 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 advisors words:"This fellow was a bit of a know-it-all, and I wasnt 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 Askand 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. Thats 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 worlds top financial advisors, including a chapter of "great questions to ask" organized by topic. 10 Questions To Ask When Choosing A Financial Advisor Who we choose as our financial advisor has a great influence on our satisfaction satisfaction Here's how to find one that best suits your needs How to Find a Financial Advisor If Youre Not Rich If you think about it the people who really need financial advisors are the ones who cant afford them If youre impoverished or firmly in the middle 7 Questions All Financial Advisors Need to Ask Investopedia Our network of expert financial advisors field questions from our community Investopedia - Sharper Insight Smarter Investing Investopedia is the world's leading source of financial content on the web ranging from market news to retirement strategies investing education to insights from 6 Pointed Questions To Ask Before Hiring A Financial Advisor This is a guest post by Kenneth G Winans a veteran investment manager based in Novato Calif Despite what you might read elsewhere about managing your Questions an Investor Should Ask - learn what you whould learn everything about private equity investment This information is intended as a general guide to the investor contemplating an investment 16 Questions To Ask Financial Advisors - Business Insider With the bevy of apps and web tools out there you can track just about every aspect of your finances with a smartphone and a solid Internet connection 20 Questions to Ask Before Hiring a Financial Advisor Remember the game "20 questions"? Its no game at all if youre hunting down the best financial advisor that your time money and portfolio can buy Advice from Financial Planners - Money Tips from Financial It's great if you're able to pay more than the minimum payment on your student loan says Alexa von Tobel founder and CEO of the financial-planning site LearnVest 10 tough questions you need to ask your financial advisor Oftentimes investors may not know the questions to ask Or they may get runaround answers from their advisors To guide you I've included some very important
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