The Right Way to Hire Financial Help – A Complete Guide to Choosing & Managing Brokers, Financial Planners, Insurance Agents, Lawyers etc (Paper): A ... Tax Preparers, Bankers and Real Estate Agents - Softcover

Jaffe, Charles

Softcover

ISBN 10: 0262600331 ISBN 13: 9780262600330

Publisher: MIT Press, 1999

Synopsis

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.

About this title

Product Description

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

Review

" "The Right Way to Hire Financial Help" goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. -- Gerri Detweiler, financial author and former director of the National Council of Individual Investors & quot; The Right Way to Hire Financial Help goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. -- Gerri Detweiler, financial author and former director of the National Council of Individual Investors " ""The Right Way to Hire Financial Help" goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle.--Gerri Detweiler, financial author and former director of the National Council of Individual Investors

Edition details

• Publisher: MIT Press
• Publication date: 1999
• Language: English
• ISBN 10: 0262600331
• ISBN 13: 9780262600330
• Binding: Paperback
• Number of pages: 338