寻找财务顾问入门指南 Getting Started in Finding a Financial Advisor

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	【资料名称】:Getting Started in Finding a Financial Advisor     【资料描述】: 　　编辑推荐 　　Given the recent scandals (Madoffs $50 billion Ponzi scheme and Marcus Screnker trying to fake his death after defrauding investors) it is more important than ever that investors understand who they are hiring and whether they can avoid being taken. 　　内容简介 　　Getting Started in Finding a Financial Advisor xplores the important relationship between an investor and their financial advisor.If you want to know where you (and most importantly, your finances) tand, ou 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 redentials 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. 　　作者简介 　　Chuck Jaffe (Cohasset, MA) is senior columnist for MarketWatch.His work is syndicated nationally to an audience of more than 20 million readers per week, with his Your Funds column being the most widely read feature on mutual fund investing in America.Upon joining MarketWatch in 2003, Chuck created the Stupid Investment of the Week column, a quirky feature that highlights the flaws that make for bad investments.His stories, and the investments he has attacked, represent an incredible rogues gallery of dreadful issues, from which he believes investors can learn to do things the right way.In addition to MarketWatch, Chuck provides regular guest commentary for Nightly Business Report on public television, and for All Things Considered on National Public Radio.Chuck has also worked in radio, hosting MoneyLife on WBIX-AM in Boston. 　　Part I: A Soup–To–Nuts Guide on Selecting Your Advisor. 　　Chapter 1: You Need Financial Help. Now What? 　　Chapter 2: You Get What You Pay For, and Pay for What You Get. 　　Chapter 3: The Seven Big Mistakes People Make When Hiring Advisers. 　　Chapter 4: Why You May Be the Only One You Can Trust. 　　Chapter 5: Swimming through Alphabet Soup. 　　Part II: Selecting, Interviewing and Getting Rid of Your Advisor. 　　Chapter 6: Your First Meeting with an Adviser. 　　Chapter 7: Interviewing a Financial Planner. 　　Chapter 8: Interviewing a Broker. 　　Chapter 9: Interviewing a Money Manager. 　　Chapter 10: Interviewing Insurance Agents. 　　Chapter 11: Interviewing an Accountant/Tax Preparer. 　　Chapter 12: Interviewing a Lawyer. 　　Chapter 13: Interviewing a Real Estate Agent. 　　Chapter 14: Get What You Need from References and Referrals. 　　Chapter 15: Breaking up Is Hard to Do. 　　The Last Word. 　　About the Author. 　　Index. 【下载地址隐藏】：                    点：回复可见地址 游客，如果您要查看本帖隐藏内容请回复