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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 Hardcover - 2006

by Alan Parisse; David Richman

From the publisher

Includes index. Includes bibliographical references and index.

First line

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

Details

  • Title Questions Great Financial Advisors Ask... and Investors Need to Know
  • Author Alan Parisse; David Richman
  • Binding Hardcover
  • Edition Hardback
  • Pages 162
  • Volumes 1
  • Language ENG
  • Publisher Kaplan Publishing, Chicago, Illinois, U.S.A
  • Date June 1, 2006
  • ISBN 9781419526800 / 1419526804
  • Weight 0.82 lbs (0.37 kg)
  • Dimensions 9.28 x 6.22 x 0.6 in (23.57 x 15.80 x 1.52 cm)
  • Library of Congress subjects Investment advisors, Investment advisor-client relationships
  • Library of Congress Catalog Number 2006010542
  • Dewey Decimal Code 332.62

About the author

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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Questions Great Financial Advisors Ask... and Investors Need to Know

Questions Great Financial Advisors Ask... and Investors Need to Know

by David Richman; Alan Parisse

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Questions Great Financial Advisors Ask... and Investors Need to Know

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by Parisse, Alan; Richman, David

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Questions Great Financial Advisors Ask... and Investors Need to Know

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