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Getting started in finding a financial advisor /

by Jaffe, Charles A.
Series: Getting started in. Published by : Wiley, (Hoboken, N.J. :) Physical details: x, 262 p. ; 24 cm. ISBN: 0470538783 Subject(s): Financial planners. | Investment advisors. | Finance, Personal. | Financial planning industry. Year: 2010
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Item type Location Call Number Status Notes Date Due
Book Book AUM Main Library English Collections Hall 332.024 J338 (Browse Shelf) Available JBC/2012/6137
Book Book AUM Main Library English Collections Hall 332.024 J338 (Browse Shelf) Available JBC/2012/6137
Book Book AUM Main Library English Collections Hall 332.024 J338 (Browse Shelf) Available JBC/2012/6152

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.

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