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Questions Great Financial Advisors Ask-- And Investors Need to Know

Questions Great Financial Advisors Ask-- And Investors Need to Know

Book (08 Jun 2006)

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Publisher's Synopsis

Coauthors Parisse and 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.

Book information

ISBN: 9781419526800
Publisher: Kaplan Pub.
Imprint: Kaplan Pub.
Pub date:
DEWEY: 332.62
DEWEY edition: 22
Number of pages: 162
Weight: 378g
Height: 159mm
Width: 236mm
Spine width: 21mm