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 ...
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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.
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Add this copy of Getting Started in Finding a Financial Advisor to cart. $4.49, good condition, Sold by St. Vinnie's Books rated 5.0 out of 5 stars, ships from Eugene, OR, UNITED STATES, published 2010 by John Wiley & Sons Ltd.
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Seller's Description:
Good. BOOK IS AN EX--LIBRARY BOOK BUT STILL IN GOOD CONDITION! ! ! ! Former Library book. Paperback This item shows wear from consistent use but remains in good readable condition. It may have marks on or in it, and may show other signs of previous use or shelf wear. May have minor creases or signs of wear on dust jacket. Packed with care, shipped promptly.
Add this copy of Getting Started in Finding a Financial Advisor to cart. $31.68, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2010 by Wiley.
Add this copy of Getting Started in Finding a Financial Advisor to cart. $43.99, new condition, Sold by EB-Books LLC rated 5.0 out of 5 stars, ships from Rockford, IL, UNITED STATES, published 2010 by John Wiley & Sons Ltd.
Add this copy of Getting Started in Finding a Financial Advisor to cart. $99.22, new condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2010 by Wiley.
