Forging Bonds of Steel: How To Build A Successful And Lasting Relationship With Your Financial Advisor - Couverture souple

Friedman, Rodger Alan

Couverture souple

ISBN 10 : 0692670696 ISBN 13 : 9780692670699

Editeur : Rodger on Retirement Publishing, 2017

Synopsis

As a wire-house advisor for 30 years, Rodger Friedman knows how to forge the relationships that are crucial to a successful retirement. A natural storyteller, Friedman recalls marveling at the massive steel chains that moored the cruise ships in New York Harbor when he was a boy. He likens 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 family for generations. Friedman knows what it takes to make a portfolio last for a lifetime and beyond, but first 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 me about your family.” Friedman’s work ethic and sense of responsibility to others came from his own family. He grew up in New York 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.

A propos du livre

À propos de l?auteur

Rodger Alan Friedman developed a strong work ethic from his father while growing up and working in the family’s multi generation laundry business. He extends that knowledge, in addition to his 30 years of wealth management experience, to each and every one of his clients. Rodger’s career has taken him from real-estate agent trainee to Wall Street and ultimately to seasoned financial advisor and wealth management professional. Over three decades, Rodger grew his skills, knowledge, experience, and practice, and today he continues to feel passionate about what he is doing: focusing on advising affluent retirees and near-retirees in structuring their planning and investments for the next phase of their lives. Rodger has obtained the Chartered Retirement Planning Counselor (SM) certification from the College for Financial Planning. He is now a Managing Director, Founding Partner at Steward Partners Global Advisory and Wealth Manager at Raymond James Financial Services in the Washington Metropolitan area. He has over 3 decades of experience as a wealth manager in the financial services industry, both advising clients as well as managing the complex operations of a large wealth management office. Rodger’s expertise was honed at E.F. Hutton, Shearson Lehman, Smith Barney and most recently Morgan Stanley. Rodger is a member of The Investment Management Consultants Association and the Financial Services Institute. Together with business partner Joe Wong, Rodger offers a holistic and comprehensive planning based approach to wealth management and retirement planning to families across the nation. This process helps them to truly understand each client’s unique needs and changing circumstances. Raised in New York, Rodger is a graduate of the State University of New York with a degree in Political Science. For the last 30 years, he has called the Washington D.C. area his home. He lives with his wife Reena, and their two children, Avery and Jason in Rockville, Maryland. In addition to his support for a number of charities, Rodger spends his time reading books, writing and lifting weights.

Détails de l'édition

• Éditeur: Rodger on Retirement Publishing
• Date d'édition: 2017
• Langue: anglais
• ISBN 10: 0692670696
• ISBN 13: 9780692670699
• Reliure: Broché
• Numéro d'édition: 2
• Nombre de pages: 240
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible