Audiobook10 hours
Getting Started in Finding a Financial Advisor
Written by Charles A. Jaffe
Narrated by Allan Robertson
Rating: 0 out of 5 stars
()
About this audiobook
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 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.
Related to Getting Started in Finding a Financial Advisor
Related audiobooks
Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off Rating: 5 out of 5 stars5/5Skills That Succeed: A Communication Guide For Risk-Based Financial Advisers Rating: 0 out of 5 stars0 ratingsSmart is the New Rich: Money Guide for Millennials Rating: 3 out of 5 stars3/5Money 911: Saving and Investing Rating: 4 out of 5 stars4/5Retirement Reality Check: How to Spend Your Money and Still Leave an Amazing Legacy Rating: 0 out of 5 stars0 ratingsCrash Course on Money Smarts: 15 Laws of Managing Money and Creating Wealth Rating: 5 out of 5 stars5/5Money Girl's 10 Steps to a Debt-Free Life Rating: 4 out of 5 stars4/5Young Money: 4 Proven Actions to Design Your Wealth While You Still Can Rating: 5 out of 5 stars5/5Debt Management Explained Rating: 5 out of 5 stars5/5Make Yourself a Millionaire Rating: 3 out of 5 stars3/5Your Way to True Wealth: How to Make It Happen, Make It Last, and Make It Matter Rating: 5 out of 5 stars5/5You Can Never Be Too Rich: Essential Investing Advice You Cannot Afford to Overlook Rating: 0 out of 5 stars0 ratingsCredit Score Crash Course Rating: 4 out of 5 stars4/5Even Buffett Isn't Perfect: What You Can---and Can't---Learn from the World's Greatest Investor Rating: 2 out of 5 stars2/5Get Money Do Good: A True Story How-To Rating: 0 out of 5 stars0 ratingsClimbing out of Debt: Practical Steps to Managing Your Money, Defeating Your Fear and Taking Control Rating: 0 out of 5 stars0 ratingsYour Path to Wealth: Brick by Brick Rating: 0 out of 5 stars0 ratingsReal Estate Investing Today: House Flipping Rating: 0 out of 5 stars0 ratingsCredit Card Risks Crash Course Rating: 0 out of 5 stars0 ratingsThe Financial Planning Puzzle: Fitting Your Pieces Together to Create Financial Freedom Rating: 5 out of 5 stars5/5Rashad's Quick Course On Taxes Rating: 4 out of 5 stars4/5Your Money Matters: 21 Tips for Achieving Financial Security in the 21st Century Rating: 4 out of 5 stars4/5
Personal Finance For You
Rich Dad Poor Dad: What The Rich Teach Their Kids About Money - That the Poor and Middle Class Do Not! Rating: 5 out of 5 stars5/5Hustle Harder, Hustle Smarter Rating: 5 out of 5 stars5/5The Only Investment Guide You'll Ever Need: Revised Edition Rating: 4 out of 5 stars4/5Think and Grow Rich Rating: 5 out of 5 stars5/5A Healthy State of Panic: Follow Your Fears to Build Wealth, Crush Your Career, and Win at Life Rating: 4 out of 5 stars4/5The Wealthy Barber: Everyone's Commonsense Guide to Becoming Financially Independent Rating: 4 out of 5 stars4/5I Will Teach You to Be Rich: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works (Second Edition) Rating: 5 out of 5 stars5/5Change Your Paradigm, Change Your Life Rating: 5 out of 5 stars5/5The Millionaire Fastlane, 10th Anniversary Edition: Crack the Code to Wealth and Live Rich for a Lifetime Rating: 5 out of 5 stars5/5Happier Hour: How to Beat Distraction, Expand Your Time, and Focus on What Matters Most Rating: 4 out of 5 stars4/5The Intelligent Investor Rev Ed. Rating: 5 out of 5 stars5/5Financial Feminist: Overcome the Patriarchy’s Bullsh*t to Master Your Money and Build a Life You Love Rating: 5 out of 5 stars5/5Killing Sacred Cows: Overcoming the Financial Myths that are Destroying Your Prosperity Rating: 5 out of 5 stars5/5The Intelligent Investor Rating: 4 out of 5 stars4/5Principles: Life and Work Rating: 5 out of 5 stars5/5Baby Steps Millionaires: How Ordinary People Built Extraordinary Wealth--and How You Can Too Rating: 5 out of 5 stars5/5Die With Zero: Getting All You Can from Your Money and Your Life Rating: 4 out of 5 stars4/5Rich Dad's Increase Your Financial IQ: Get Smarter with Your Money Rating: 5 out of 5 stars5/5The Millionaire Next Door: The Surprising Secrets Of Americas Wealthy Rating: 5 out of 5 stars5/5Secrets of the Millionaire Mind: Mastering the Inner Game of Wealth Rating: 5 out of 5 stars5/5Rich Dad's Guide to Investing: What the Rich Invest In, That the Poor and Middle Class Do Not! Rating: 5 out of 5 stars5/5Everyday Millionaires: How Ordinary People Built Extraordinary Wealth—and How You Can Too Rating: 5 out of 5 stars5/5Bad with Money: The Imperfect Art of Getting Your Financial Sh*t Together Rating: 4 out of 5 stars4/5How to Manage Your Money When You Don't Have Any Rating: 4 out of 5 stars4/5Happy Money: The Japanese Art of Making Peace with Your Money Rating: 5 out of 5 stars5/5Rich Dad's Cashflow Quadrant: Guide to Financial Freedom Rating: 5 out of 5 stars5/5
Reviews for Getting Started in Finding a Financial Advisor
Rating: 0 out of 5 stars
0 ratings
0 ratings0 reviews