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Honest Conversations

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

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Dan Rosenberg

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Počet stran: 78 stránek
Čas čtení: 3 hodiny

Motivace & Seberozvoj

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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

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Rok vydání: 2023
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Titul: Honest Conversations
Podtitul: Important Questions Americans Should Ask Their Financial Advisor to Have More Productive Conversations
Jazyk: anglicky
Autoři: Dan Rosenberg
Vydavatel: Hurricane Publishing
Rok vydání: 2023
Vazba: měkká
Počet stran: 78
ISBN13: 9780983174837
Štítky: Motivace & Seberozvoj
Anotace: 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.