A financial advisor recounts an interview with a recently retired physician who planned an enjoyable costly-retirementt. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the Advisor's words: "This fellow was a bit of a know-it-all, and I wasn't getting through. Finally I asked him, 'doctor, how will it feel for you when you have to go back to work?' that got his attention, and I was able to lay out a strategy that would allow him to retire and stay retired." in , 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'-andd potential clients'-deeppbr>seatedd feelings about money. That's how great advisors help clients wring the emotion out of investing and set them on the rational road to achieving their financial goals. ≪ br/> throughout this book are questions, suggestions, and stories from some of the world's top financial advisors, including a br>Chapter of "great questions to ask" Organized by topic.

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Common questions