Questions Great Financial Advisors Ask... and Investors Need to Know
Kaplan Business - Kaplan Business
Release date: 2006-06-01
Hardcover
Author: David Richman
Financial Accounting, Business & Economics, Business / Economics / Finance, Business/Economics, Business & Economics / Finance, Finance, Investments & Securities - General, Investment advisor-client relationships, Investment advisors
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Questions Great Financial Advisors Ask... and Investors Need to Know
Date undefinedThis 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.
Questions Great Financial Advisors Ask... and Investors Need to Know
Date undefinedIf you have no idea how to sell or how to build a relationship, then read this and realize that you will never succeed in sales anyway. This book tries to give good questions, but instead peddles a bunch of nonsense about knowing everything about your clients-- at one point saying that as a financial advisor you should be able to help clients keep tabs on their grown children's health care plans. There is knowing your clients; and then there is knowing too much about your clients. What was worth reading in this book has been written in 1,000 others.
If you want this book just know that you should ask open ended questions (WOW! NO KIDDING!) which will lead to knowing everything about your clients and eventually helping you to solve all their problems. WHAT TRIPE!
Questions Great Financial Advisors Ask... and Investors Need to Know
Date undefinedThis 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.
