OnWallStreet: Ten Thousand Thank Yous!

Exciting news! OnWallStreet magazine has placed my little book, Questions Great Financial Advisors Ask … and Investors Need to Know, co-authored with David Richman, on their Summer Reading 2014, Part 2: Top Picks on Amazon list! We are truly honored to be included with Storyselling, The Million Dollar Financial Advisor and the other amazing books on the list.

Questions Great Financial Advisors Ask … and Investors Need to Know really is little … by design. After all, we know where most of our most productive reading takes place, right?

While it may be little in size, this book is heavy in content. David and I compiled the essential questions the industry’s top advisors ask. The ones that lead to the probing and personal conversations necessary to diagnose and understand their clients – and potential clients – deep-seated feelings about money. By wringing out the emotion of investing, these successful advisors set clients on the rational road to achieving their financial goals. There’s even a chapter of “great questions to ask” organized by topic.

Here’s a freebie: “Who’s my client?”.

 

Check out OnWallStreet’s full list here.

Buy the book on Amazon!

Client Raves:

“Transformational. A professional breakthrough.”

“Fantastic!! Ultimately a straight route to improve my impact and influence.”

“As much a Leadership Development experience as a Public Speaking course.”

“Thank you for pushing me to tap into “tools” I didn’t know I had.”

“Definitely the best program I’ve ever attended.”

Hall of Fame speaker Alan Parisse has been coaching presenters and delivering keynotes for over 25 years. Named “One of the Top 21 Speakers for the 21st Century” by Successful Meetings Magazine, he is a keynote speaker for a wide variety of industries and organizations. Alan is a passionate presentation coach to executives, financial advisors, sports stars and sales presenters.

Lisa Casden has been coaching presenters for 10 years. A former professional figure skater, coach and choreographer, Lisa leverages her unique background and point of view to help speakers organize their physicality in ways that best support their message.