Questions great financial advisors ask and investors need to know alan parisse david richman on amazoncom free shipping on qualifying offers a financial advisor recounts an interview with a recently retired physician who planned an enjoyable and costly retirement the doctor wanted his entire portfolio in bonds. Questions great financial advisors ask and investors need to know book read 2 reviews from the worlds largest community for readers a financial adv. In questions great financial advisors askand investors need to know coauthors alan parisse and david 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 thats how great advisors . According to industry experts alan parisse and david richman in their new book questions great financial advisors ask and investors need to know an advisors ability to diagnose and . 12 questions great financial advisors ask december 11 2014 kirti anand sharma best practices connelly corner 0 comments being a professional financial advisor is quite challenging as there are plenty of financial professionals trying to sell nearly the same inventory
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