DMCA. Copyrighted Work that you can Claim.
Base have 820 524 books.
Search: 


📙 Getting Started in Finding a Financial Advisor by Charles A. Jaffe — free epub


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.

About book:

About file:

  • File size: 4 323 342
  • Format: pdf


Security code:
Download button

Similar books results


How to Get Started Day Trading Futures, Options, and Indicies
How to Get Started Day Trading Futures, Options, and Indicies free download by Katz, Jeffrey Owen.; McCormick, Donna L. - How to Get Started Day Trading Futures, Options, and Indicies

New electronic technologies, along with new stock index futures and options, now allow average investors to cost effectively trade entire stock indexes online?if they know where to start. How to Get Started Day Trading Futures and Option Indexes teaches b...

Getting Started as a Financial Planner: Revised and Updated Edition
Getting Started as a Financial Planner: Revised and Updated Edition free download by Jeffrey H Rattiner CPA CFP

Recent years have witnessed the rapid expansion of the personal financial-planning market, with tens of thousands of new planners entering the field. In addition, numerous advisers in the banking, accounting, and insurance fields are beginning to offer pl...

Getting Started as a Financial Planner: Revised and Updated Edition
Getting Started as a Financial Planner: Revised and Updated Edition download pdf by Jeffrey H Rattiner CPA CFP

Recent years have witnessed the rapid expansion of the personal financial-planning market, with tens of thousands of new planners entering the field. In addition, numerous advisers in the banking, accounting, and insurance fields are beginning to offer pl...

Getting Started as a Financial Planner: Revised and Updated Edition
Getting Started as a Financial Planner: Revised and Updated Edition epub download by Jeffrey H Rattiner CPA CFP

Recent years have witnessed the rapid expansion of the personal financial-planning market, with tens of thousands of new planners entering the field. In addition, numerous advisers in the banking, accounting, and insurance fields are beginning to offer pl...

Getting Started in Fundamental Analysis
Getting Started in Fundamental Analysis pdf free by Michael C. Thomsett

If you've picked up this book, you probably recognize the value of fundamental analysis, but aren't sure you can master it. With Getting Started in Fundamental Analysis as your guide, you'll quickly become familiar with the key concepts and learn how to ...

Getting Started in Fundamental Analysis
Getting Started in Fundamental Analysis free download by Michael C. Thomsett

If you've picked up this book, you probably recognize the value of fundamental analysis, but aren't sure you can master it. With Getting Started in Fundamental Analysis as your guide, you'll quickly become familiar with the key concepts and learn how to ...

Getting Started in Tax Consulting
Getting Started in Tax Consulting pdf free by Gary W. Carter

The Complete, Authoritative Guide to Getting Started in Tax Consulting Tax consulting and return preparation is a fast-paced, dynamic industry-one that promises high earning potential. In this book, tax advisor Gary Carter shows you just what it takes to...

Getting Started in Personal and Executive Coaching: How to Create a Thriving Coaching Practice (Getting Started in)
Getting Started in Personal and Executive Coaching: How to Create a Thriving Coaching Practice (Getting Started in) free pdf by Stephen G. Fairley, Chris E. Stout

Find satisfaction and financial success with a new career in coachingGetting Started in Personal and Executive Coaching offers a go-to reference designed to help every mental health professional build, manage, and sustain a thriving coaching practice. Pac...

The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business
The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business pdf free by Matthew Halloran, Crystal Thies(auth.)

Expert advice for financial advisors looking to make the most of social media platformsSocial media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets ...