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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.
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Honest Conversations, Dan Rosenberg
- Idioma
- Publicado en
- 2023
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