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(EBOOK)-Questions Great Financial Advisors Ask... and Investors Need to Know (EBOOK)-Questions Great Financial Advisors Ask... and Investors Need to Know

(EBOOK)-Questions Great Financial Advisors Ask... and Investors Need to Know - PDF document

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Uploaded On 2022-06-28

(EBOOK)-Questions Great Financial Advisors Ask... and Investors Need to Know - PPT Presentation

A financial advisor recounts an interview with a recently retired physician who planned an enjoyableand costlyretirement The doctor wanted his entire portfolio in bonds which was far too conservative to maintain the lifestyle he and his wife had planned In the advisors wordsThis fellow was ID: 926041

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