My name is Rodger Alan Friedman. I am a Chartered Retirement Planning Counselor with over 30 years of experience advising families and providing guidance on how to help create wealth for a financially successful retirement.
My book, Forging Bonds of Steel; How to Build a Successful and Lasting Relationship with your Financial Advisor is widely acknowledged to be the book on the sacred relationship between clients and their financial advisors. Forging Bonds of Steel became an Amazon best seller in large part due to its authentic and honest message. You are in charge of molding and shaping the relationship with your advisor. If it has failed, you may be the one at fault.
In the book, I have given the reader a primer for creating a successful and effective relationship with their Financial Consultant. Through the use of ideas and stories, I have provided ample suggestions for you to consider.
The best way for you to insure a successful and ongoing relationship with your advisor is to really think about what you need to accomplish, acknowledge that you must have a plan for it’s attainment, and communicate those ideas to your advisor. A relationship with an advisor can be fraught with complication, self- interest and wasted time. My book shows you how to cut through the noise and tells you what you need to know, and what you need to do, to have a long and successful relationship with your financial advisor .
You would not go on a vacation without a plan, you would not send your child to a college without planning what type of school, it’s cost, location, choice of majors, etc.
Why not increase your chances of a successful outcome? Let Forging Bonds of Steel be your guidebook to an effective, long lasting, mutually beneficial and collaborative relationship with your financial advisor
Visit my website, Rodger on Retirement.com today to purchase the book and I will include a special bonus for you. You can also purchase the book on Amazon.com.