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Honest Conversations

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

Autoren

Dan Rosenberg

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Seitenzahl: 78 Seiten
Lesezeit: 3 Stunden

Persönlichkeitsentwicklung

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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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Erscheinungsdatum: 2023
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Titel: Honest Conversations
Untertitel: Important Questions Americans Should Ask Their Financial Advisor to Have More Productive Conversations
Sprache: Englisch
Autor*innen: Dan Rosenberg
Verlag: Hurricane Publishing
Erscheinungsdatum: 2023
Einband: Paperback
Seitenzahl: 78
ISBN13: 9780983174837
Schlagwörter: Persönlichkeitsentwicklung
Beschreibung: 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.