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OverviewGetting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor. If you want to know where you (and most importantly, your finances) stand, you need to be proactive and ask the right questions of anyone giving you financial advice. There is a high cost of being too trusting. This book is examines how people to interview potential candidates and check the credentials of six key advisorsbrokers, money managers, insurance agents, lawyers, tax preparers, and real estate agentsand how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. Among the topics discussed are how to interview professionals, how to check references, what credentials really mean and which are important, how to maintain control in professional relationships, and much more. Full Product DetailsAuthor: Allan Robertson , Charles A JaffePublisher: Gildan Media Corporation Imprint: Gildan Media Corporation Edition: Library Edition ISBN: 9798200552900Publication Date: 20 July 2020 Audience: General/trade , General Format: Audio Publisher's Status: Active Availability: In stock We have confirmation that this item is in stock with the supplier. It will be ordered in for you and dispatched immediately. Table of ContentsReviewsAuthor InformationAllan Robertson is a voice talent and audiobook narrator. Tab Content 6Author Website:Countries AvailableAll regions |