SOURCE: Author Rodger Alan Friedman

Author Rodger Alan Friedman

August 11, 2014 07:00 ET

New Book, 'Forging Bonds of Steel,' Focuses on Client-Advisor Relationships

WASHINGTON, DC--(Marketwired - Aug 11, 2014) - Rodger Alan Friedman offers a personal touch amid the typically dry, numbers-based genre of financial literature with his new book, "Forging Bonds of Steel," (, a narrative that focuses on the important client-advisor relationship. 

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.

"To an 8-year-old, the chains seemed magnificent in their ability to restrain so many tons of power; I marveled at how they held the trans-Atlantic ocean liner to the pier as my parents boarded for their cruise," he says.

"This book doesn't provide investment advice, but it does help you understand the elements that make up a truly beneficial advisory relationship. Let's call it the human element of financial advising."

"Forging Bonds of Steel" covers the following topics for those working with, or seeking, a financial advisor:

  • The importance of working with a seasoned advisor
  • Your role in the relationship and how to hold up your end of the deal
  • The importance of building trust
  • The right kind of communication

" ... I purchased a few financial planning books but found this to be the most helpful," writes Amazon reviewer Karen Hong, who gave the book five stars. "I realized I am not fit to manage my own finances and wanted to get a better idea of what it is like to work with a financial advisor ... I actually understand it unlike most other financial books."

About Rodger Alan Friedman

Rodger Alan Friedman grew up working in his family's New York City laundry business, where he learned a strong work ethic -- and about the type of work he didn't want to do. After earning a degree in political science, he became a real-estate agent trainee, then performed compliance audits of Wall Street brokerage firms, eventually became a stock broker, and then financial advisor and wealth management professional. Friedman's passion persists today while advising affluent retirees and near-retirees in structuring their planning and investments for the next phase of their lives. He is a managing director, founding partner and wealth manager at Steward Partners Global Advisory in the Washington metropolitan area.

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