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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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  • "Contains guidance on hiring and checking the backgrounds of seven types of advisers--brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents--as well as specific questions to ask to determine whether an adviser is a good, qualified match. Syndicated columnist Jaffe takes the reader through the basics of how to locate appropriate candidates, understand their credentials, check references, conduct initial interviews, maintain control of the relationships and one's finances, and fire an adviser who is not working out. In addition, he 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 financial need for the rest of his or her lifetime.--From publisher description."

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  • "Gidsen (vorm)"@en
  • "Electronic books"@en
  • "Livres électroniques"

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  • "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"
  • "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"@en
  • "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"@en
  • "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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