Charles A. Jaffe

Getting 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 advisors brokers, money managers, insurance agents, lawyers, tax preparers, and real estate agents and 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.

Allan Robertson

Ascent Audio

Getting Started in Finding a Financial Advisor

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