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Honest Conversations

Important Questions Americans Should Ask Their Financial Advisor to Have More Productive Conversations

Autori

Dan Rosenberg

Parametri

Pagine: 78pagine
Tempo di lettura: 3ore

Motivazione e auto-aiuto

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Focusing on enhancing financial discussions, this book guides Americans in having more effective conversations with their financial advisors. Drawing on over 35 years of experience, the author shares insights gained from working with numerous financial professionals and clients. It emphasizes key topics and valuable questions that can lead to productive planning sessions, ultimately aiming to empower readers on their journey toward financial independence. The book is a practical resource for anyone looking to improve their financial planning dialogue.

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Honest Conversations, Dan Rosenberg

Lingua
Pubblicato: 2023
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Titolo: Honest Conversations
Sottotitolo: Important Questions Americans Should Ask Their Financial Advisor to Have More Productive Conversations
Lingua: Inglese
Autori: Dan Rosenberg
Editore: Hurricane Publishing
Pubblicato: 2023
Formato: In brossura
Pagine: 78
ISBN13: 9780983174837
Tag: Motivazione e auto-aiuto
Descrizione: Focusing on enhancing financial discussions, this book guides Americans in having more effective conversations with their financial advisors. Drawing on over 35 years of experience, the author shares insights gained from working with numerous financial professionals and clients. It emphasizes key topics and valuable questions that can lead to productive planning sessions, ultimately aiming to empower readers on their journey toward financial independence. The book is a practical resource for anyone looking to improve their financial planning dialogue.