Library of American University of Madaba
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Jaffe, Charles A.
Getting started in finding a financial advisor / Chuck Jaffe. - Hoboken, N.J. : Wiley, 2010. - x, 262 p. ; 24 cm. - Getting started in. .
Includes index.
You need financial help : now what? -- You get what you pay for, and pay for what you get -- The seven big mistakes people make when hiring advisers -- Why you may be the only one you can trust -- Swimming through alphabet soup -- Your first meeting with an adviser -- Interviewing a financial planner -- Interviewing a broker -- Interviewing a money manager -- Interviewing an insurance agent -- Interviewing an accountant/tax preparer -- Interviewing a lawyer -- Interviewing a real estate agent -- Get what you need from references and referrals -- Breaking up is hard to do.
9780470538784 (pbk.) 0470538783 (pbk.)
Financial planners.
Investment advisors.
Finance, Personal.
Financial planning industry.
HG179.5
332.024 / J338
Getting started in finding a financial advisor / Chuck Jaffe. - Hoboken, N.J. : Wiley, 2010. - x, 262 p. ; 24 cm. - Getting started in. .
Includes index.
You need financial help : now what? -- You get what you pay for, and pay for what you get -- The seven big mistakes people make when hiring advisers -- Why you may be the only one you can trust -- Swimming through alphabet soup -- Your first meeting with an adviser -- Interviewing a financial planner -- Interviewing a broker -- Interviewing a money manager -- Interviewing an insurance agent -- Interviewing an accountant/tax preparer -- Interviewing a lawyer -- Interviewing a real estate agent -- Get what you need from references and referrals -- Breaking up is hard to do.
9780470538784 (pbk.) 0470538783 (pbk.)
Financial planners.
Investment advisors.
Finance, Personal.
Financial planning industry.
HG179.5
332.024 / J338