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The Right Way to Hire Financial Help: A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents - Tapa blanda

Jaffe, Charles A.

 
9780262600330: The Right Way to Hire Financial Help: A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents
Tapa blanda
ISBN 10: 0262600331 ISBN 13: 9780262600330
Editorial: MIT Press, 1999

Sinopsis

The author claims that many people approach hiring financial help the wrong way, opting to go on recommendations from family and friends, chance encounters or advertisements, rather than on sound research. This book takes the reader through the basics of how to locate appropriate candidates, understand their credentials, check references, conduct initial interviews, maintain control of the relationship and finances and fire an adviser who is not working out. The book contains guidance on hiring and checking the background of seven different types of advisers - brokers, financial planners, insurance agents, lawyers, tax preparers, bankers and real estate agents - as well as specific questions to ask in order to determine whether an adviser is a good, qualified match. In addition the book offers guidance on how to help the advisers function as a team. The author's aim is to help the reader assemble and manage a pool of advisers to serve every major need for the rest of a financial lifetime.

"Sinopsis" puede pertenecer a otra edición de este libro.

Críticas

" "The Right Way to Hire Financial Help" goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. -- Gerri Detweiler, financial author and former director of the National Council of Individual Investors & quot; The Right Way to Hire Financial Help goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. -- Gerri Detweiler, financial author and former director of the National Council of Individual Investors " ""The Right Way to Hire Financial Help" goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle.--Gerri Detweiler, financial author and former director of the National Council of Individual Investors

Reseña del editor

The author claims that many people approach hiring financial help the wrong way, opting to go on recommendations from family and friends, chance encounters or advertisements, rather than on sound research. This book takes the reader through the basics of how to locate appropriate candidates, understand their credentials, check references, conduct initial interviews, maintain control of the relationship and finances and fire an adviser who is not working out. The book contains guidance on hiring and checking the background of seven different types of advisers - brokers, financial planners, insurance agents, lawyers, tax preparers, bankers and real estate agents - as well as specific questions to ask in order to determine whether an adviser is a good, qualified match. In addition the book offers guidance on how to help the advisers function as a team. The author's aim is to help the reader assemble and manage a pool of advisers to serve every major need for the rest of a financial lifetime.

"Sobre este título" puede pertenecer a otra edición de este libro.

Editorial
MIT Press
Año de publicación
1999
Idioma
Inglés
ISBN 10 
0262600331
ISBN 13 
9780262600330
Encuadernación
Tapa blanda
Número de páginas
340
Contacto del fabricante
no disponible
Persona responsable
no disponible