Forging Bonds of Steel: How to Build a Successful and Lasting Relationship with Your Financial Advisor - Softcover

Friedman, Rodger Alan

Softcover

ISBN 10: 1599324784 ISBN 13: 9781599324784

Verlag: ADVANTAGE MEDIA GROUP, 2014

Inhaltsangabe

As a wire-house advisor for 30 years, Rodger Friedman knows how to forge the relationships thatare crucial to a successful retirement. A natural storyteller, Friedman recalls marveling at themassive steel chains that moored the cruise ships in New York Harbor when he was a boy. Helikens those mighty links to the bonds between advisor and client.Forging Bonds of Steel explores how to form such a relationship that will serve your familyfor generations. Friedman knows what it takes to make a portfolio last for a lifetime and beyond, butfirst and foremost, he understands you need a financial advisor you can trust. Deep trust develops only over time, and it starts with getting to know each other. An advisor s first inquiry should be, Tell meabout your family. Friedman s work ethic and sense of responsibility to others came from his own family. He grew up in NewYork City, and was the third generation working in his family s laundry. It was there that he learned success comes through exemplary service and honesty.Rodger Friedman speaks from the heart. Every page is like a visit with an old friend who cares enough to tell it like it is. He shows you how to build the kind of rapport that will endure for years to come.

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Über die Autorin bzw. den Autor

Rodger has held a variety of senior titles in over three decades in the financial services industry. He and his family reside in the Washington DC metropolitan area. Rodger stayed with his former employer for better than 30 years, while the name of his firm changed from E.F. Hutton to Shearson Lehman, to Smith Barney and finally to Morgan Stanley.

Details zur Ausgabe

• Verlag: ADVANTAGE MEDIA GROUP
• Erscheinungsdatum: 2014
• Sprache: Englisch
• ISBN 10: 1599324784
• ISBN 13: 9781599324784
• Einband: Taschenbuch
• Anzahl der Seiten: 194
• Kontakt zum Hersteller: Nicht verfügbar
• Verantwortliche Person: Nicht verfügbar