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Honest Conversations

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

Auteurs

Dan Rosenberg

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Pages: 78pages
Temps de lecture: 3heures

Motivation et développement personnel

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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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Année de publication: 2023
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Titre: Honest Conversations
Sous-titre: Important Questions Americans Should Ask Their Financial Advisor to Have More Productive Conversations
Langue: Anglais
Auteurs: Dan Rosenberg
Éditeur: Hurricane Publishing
Publié: 2023
Format: souple
Pages: 78
ISBN13: 9780983174837
Mots clés: Motivation et développement personnel
Description: 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.