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

Jaffe, Charles A.

ISBN 10: 0262600331 / ISBN 13: 9780262600330

Verlag: The MIT Press, 1999

Signed Copy . Signed/Inscribed by author on half title page. Writing inside. Bestandsnummer des Verkäufers SB03A-02367

Inhaltsangabe:

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.

Bibliografische Details

Titel: The Right Way to Hire Financial Help: A ...
Verlag: The MIT Press
Erscheinungsdatum: 1999
Einband: Softcover
Zustand: Good
Signiert: Signatur des Verfassers