The book is currently out of stock

Honest Conversations

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

Authors

Dan Rosenberg

Parameters

Pages: 78 pages
Reading time: 3 hours

Self-Help & Motivation

More about the book

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.

Book purchase

Honest Conversations, Dan Rosenberg

Language
Released: 2023
product-detail.submit-box.info.binding: (Paperback)

We’ll notify you via email once we track it down.

Payment methods

No one has rated yet.Add rating

Title: Honest Conversations
Subtitle: Important Questions Americans Should Ask Their Financial Advisor to Have More Productive Conversations
Language: English
Authors: Dan Rosenberg
Publisher: Hurricane Publishing
Released: 2023
Format: Paperback
Pages: 78
ISBN13: 9780983174837
Tags: Self-Help & Motivation
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.