Getting Started in Finding a Financial Advisor by Charles A. Jaffe audiobook

Getting Started in Finding a Financial Advisor

By Charles A. Jaffe
Read by Allan Robertson

Gildan Media
10.51 Hours 1
Format : Digital Download (In Stock)
  • $24.99
    or 1 Credit

    ISBN: 9781663700452

    $12.99 With Membership: Learn More
  • Regular Price: $44.99

    Special Price $29.24

    ISBN: 9798200552917

    In Stock ● Ships in 1-2 days

  • Regular Price: $39.99

    Special Price $25.99

    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
Membership Details
  • Only $12.99/month gets you 1 Credit/month
  • Cancel anytime
  • Hate a book? Then we do too, and we'll exchange it.
See how it works in 15 seconds

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.

Reviews

Reviews

Author

Author Bio: Charles A. Jaffe

Author Bio: Charles A. Jaffe

Titles by Author

Details

Details

Available Formats : Digital Download, CD, MP3 CD
Category: Nonfiction/Business & Economics
Runtime: 10.51
Audience: Adult
Language: English