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Questions Great Financial Advisors Ask... and Investors Need to Know
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Questions Great Financial Advisors Ask... and Investors Need to Know Tapa dura - 2006

de Richman, David

Información de la editorial

Includes index. Includes bibliographical references and index.

Primera línea

Personality, product pitches, and a crushing close aren't enough when it comes to financial advising today.

Detalles

  • Título Questions Great Financial Advisors Ask... and Investors Need to Know
  • Autor Richman, David
  • Encuadernación Tapa dura
  • Edición Hardback
  • Páginas 184
  • Idioma ENG
  • Editorial Kaplan Business, Chicago, Illinois, U.S.A
  • Fecha de publicación June 1, 2006
  • ISBN 9781419526800

Acerca del autor

Alan Parisse During his twenty year career in the investment business, Alan Parisse gained extensive experience in both the investment banking and distribution and sales sides of the business. Over the last decade he has become a renowned speaker and commentator on dealing with change and turbulent times. In December of 1999, Successful Meetings Magazine named him one of the "Top 21 Speakers for the 21st Century". He is also the only person to come out of the investment business to be inducted into the National Speaker's Association Hall of Fame. Alan received his BS from SUNY Buffalo and his MBA from the University of Arizona. He resides in Boulder, Colorado.

David Richman has been in the investment business for over twenty years. He has extensive experience in marketing and sales and has been a senior member of the sales team for the oldest independent provider of managed money consulting services in the country. He is a friend and partner to scores of financial advisors who have leveraged his skills through thousands of seminars and joint calls with affluent investors. David is a member of the Connecticut Bar and has sat on numerous civic boards over his career. He holds a BA and MA from the University of Rochester and a JD from the University of Connecticut. David resides in Connecticut with his spouse of 26 years and their children.

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Kaplan Business, 2006-05-31. hardcover. Very Good. 5x0x7. This Book is in Very Good condition.All items ship within 24 hours. Packaging is 100% Recyclable. Most items purchased from Charitable organizations. A portion of each sale is also donated to a monthly charity, check your package for this months charity. Reuse-Recycle-Rebook!
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Kaplan Publishing, 2006, 2006. Hardcover. Collectibel Fine/Fine. SIGNED with "best wishes" by author (Alan Parisse) on endpaper. Octavo, hardcover, fine in fine green dj. 162 pp. including index. Author recounts an interview with a recently retired physician who planned an enjoyable-and costly-retirement. 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 advisor's words: "This fellow was a bit of a know-it-all, and I wasn't 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.
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Questions Great Financial Advisors Ask... and Investors Need to Know

de Parisse, Alan

  • Usado
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Encuadernación
Hardcover
ISBN 10 / ISBN 13
9781419526800 / 1419526804
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Kaplan, 2006-06-01. hardcover. Used:Good.
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