Getting started in finding a financial advisor
By: Charles A. Jaffe.
Series: Getting started in series
Publisher: Wiley
Published: 2010
Place of publication: Hoboken, N.J
Language: eng
ISBN-13: 9780470538784
Subjects: Financial planners; Investment advisors; Finance, Personal; Financial planning industry
Notes: Includes index.
Table of contents: title: You need financial help : now what?; title: You get what you pay for, and pay for what you get; title: The seven big mistakes people make when hiring advisers; title: Why you may be the only one you can trust; title: Swimming through alphabet soup; title: Your first meeting with an adviser; title: Interviewing a financial planner; title: Interviewing a broker; title: Interviewing a money manager; title: Interviewing insurance agents.