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 |
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| Author:
| Jaffe, Charles A. |
| ISBN: | 978-0-262-60033-0 |
| Publication Date: | Feb 1999 |
| Publisher: | MIT Press
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| Book Format: | Paperback |
| List Price: | USD $16.95 |
Book Description:
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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 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.