Open Daily: 10am - 10pm | Alley door pickup 10am - 7pm 3038 Hennepin Ave Minneapolis, MN
612-822-4611

  • Open Daily: 10am - 10pm
    Alley-side Pickup: 10am - 7pm

    3038 Hennepin Ave Minneapolis, MN
    612-822-4611

Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Honest Conversations: Important Questions Americans Should Ask Their Financial Advisor to Have More Productive Conversations

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

Rosenberg, Dan

Paperback

Investing & FinancePersonal FinanceSelf-Help

ISBN10: 0983174830
ISBN13: 9780983174837
Publisher: Hurricane Publishing
Published: Dec 28 2023
Pages: 78
Weight: 0.22
Height: 0.16 Width: 5.50 Depth: 8.50
Language: English

Honest Conversations a book to help Americans have more productive conversations with their advisors to achieve financial independence. Mr. Rosenberg has been helping families and the businesses they own achieve their planning goals for over 35 years. As a product manufacturing and distribution executive, he worked directly with Portfolio Managers, Analysts, and thousands of financial planning professionals during the investment management process. This book helps the retail investing public focus on the best topics to spend their time on during planning sessions, as well as the most valuable questions to ask during these sessions. Through thousands of conversations with clients and other financial advisors, Mr. Rosenberg has come up with topics which are most salient for Americans to achieve financial independence.

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