Getting Started in Finding a Financial Advisor
By Charles A. Jaffe
Read by Allan Robertson
-
3 Formats: Digital Download
-
3 Formats: CD
-
3 Formats: MP3 CD
-
Regular Price: $24.99
Special Price $17.49
or 1 CreditISBN: 9781663700452
$12.99 With Membership: Learn More -
Regular Price: $46.99
Special Price $25.84
ISBN: 9798200552917
In Stock ● Ships in 7-14 days
-
Regular Price: $41.99
Special Price $23.09
ISBN: 9798200552924
In Stock ● Ships in 1-2 days
Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor. If you want to know where you (and most importantly, your finances) stand, you need to be proactive and ask the right questions of anyone giving you financial advice. There is a high cost of being too trusting. This book is examines how people to interview potential candidates and check the credentials of six key advisorsbrokers, money managers, insurance agents, lawyers, tax preparers, and real estate agentsand how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. Among the topics discussed are how to interview professionals, how to check references, what credentials really mean and which are important, how to maintain control in professional relationships, and much more.
Learn More- Only $12.99/month gets you 1 Credit/month
- Cancel anytime
- Hate a book? Then we do too, and we'll exchange it.
Summary
Summary
Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor. If you want to know where you (and most importantly, your finances) stand, you need to be proactive and ask the right questions of anyone giving you financial advice. There is a high cost of being too trusting. This book is examines how people to interview potential candidates and check the credentials of six key advisorsbrokers, money managers, insurance agents, lawyers, tax preparers, and real estate agentsand how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. Among the topics discussed are how to interview professionals, how to check references, what credentials really mean and which are important, how to maintain control in professional relationships, and much more.Details
Details
Available Formats : | Digital Download, CD, MP3 CD |
Category: | Nonfiction/Business & Economics |
Runtime: | 10.51 |
Audience: | Adult |
Language: | English |
To listen to this title you will need our latest app
Due to publishing rights this title requires DRM and can only be listened to in the Downpour app