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Getting Started in Finding a Financial Advisor , Hörbuch, Digital, 1, 630min - Charles A. Jaffe
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Charles A. Jaffe:

Getting Started in Finding a Financial Advisor , Hörbuch, Digital, 1, 630min

EAN: 9780470538784

An accessible guide that contains the tools needed to find trustworthy financial assistance. Given the events of the past two years - from bankruptcies to financial scams - it is more imp… mais…

No. B008LXLTDU. Custos de envio:, , DE. (EUR 0.00)
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Getting Started in Finding a Financial Advisor - Charles A. Jaffe
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Charles A. Jaffe:

Getting Started in Finding a Financial Advisor - Livro de bolso

ISBN: 9780470538784

An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more importan… mais…

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Charles A. Jaffe:
Getting Started in Finding a Financial Advisor - nuovo livro

ISBN: 9780470538784

An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more importan… mais…

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Getting Started in Finding a Financial Advisor - Charles A. Jaffe
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Charles A. Jaffe:
Getting Started in Finding a Financial Advisor - Livro de bolso

2010, ISBN: 9780470538784

An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more impor… mais…

Nr. 17707478. Custos de envio:, Versandfertig innert 6 - 9 Werktagen, zzgl. Versandkosten. (EUR 16.64)
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Jaffe, C: Getting Started in Finding a Financial Advisor
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Jaffe, C: Getting Started in Finding a Financial Advisor - Livro de bolso

2010, ISBN: 9780470538784

An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more impor… mais…

Nr. 17707478. Custos de envio:, Versandfertig innert 4 - 7 Werktagen, zzgl. Versandkosten. (EUR 16.53)

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Finding a Financial Advisor

An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. This insightful and useful guide * Helps you determine the kind of advisor best-suited for your situation * Provides interview questions, discusses what credentials really mean, and which are important * Explains in detail the issue of fiduciary responsibility of financial advisors, so you can find helpers who are on your side Most people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.

Dados detalhados do livro - Finding a Financial Advisor


EAN (ISBN-13): 9780470538784
ISBN (ISBN-10): 0470538783
Livro de bolso
Ano de publicação: 2010
Editor/Editora: John Wiley & Sons
262 Páginas
Peso: 0,340 kg
Língua: eng/Englisch

Livro na base de dados desde 2009-11-17T15:12:16-02:00 (Sao Paulo)
Página de detalhes modificada pela última vez em 2022-09-07T07:43:53-03:00 (Sao Paulo)
Número ISBN/EAN: 0470538783

Número ISBN - Ortografia alternativa:
0-470-53878-3, 978-0-470-53878-4
Ortografia alternativa e termos de pesquisa relacionados:
Autor do livro: jaffe, alvin hall
Título do livro: mutual funds


Dados da editora

Autor: Charles A. Jaffe
Título: Getting Started in Finding a Financial Advisor
Editora: John Wiley & Sons
262 Páginas
Ano de publicação: 2010-05-28
Peso: 0,344 kg
Língua: Inglês
18,90 € (DE)
No longer receiving updates
157mm x 229mm x 18mm

BC; PB; Hardcover, Softcover / Ratgeber/Recht, Beruf, Finanzen; Finanzenwesen und Finanzindustrie; Finance & Investments; Private Finanzplanung; Finanz- u. Anlagewesen; Personal Finance

Acknowledgments. Introduction. Part I: A Soup-To-Nuts Guide on Selecting Your Advisor. Chapter 1: You Need Financial Help. Now What? Chapter 2: You Get What You Pay For, and Pay for What You Get. Chapter 3: The Seven Big Mistakes People Make When Hiring Advisers. Chapter 4: Why You May Be the Only One You Can Trust. Chapter 5: Swimming through Alphabet Soup. Part II: Selecting, Interviewing and Getting Rid of Your Advisor. Chapter 6: Your First Meeting with an Adviser. Chapter 7: Interviewing a Financial Planner. Chapter 8: Interviewing a Broker. Chapter 9: Interviewing a Money Manager. Chapter 10: Interviewing Insurance Agents. Chapter 11: Interviewing an Accountant/Tax Preparer. Chapter 12: Interviewing a Lawyer. Chapter 13: Interviewing a Real Estate Agent. Chapter 14: Get What You Need from References and Referrals. Chapter 15: Breaking up Is Hard to Do. The Last Word. About the Author. Index.

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