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The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents Book

The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents
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The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents,
The Right Way to Hire Financial Help goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. Don't even think twice about hiring , The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents
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  • The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents
  • Written by author Charles A. Jaffe
  • Published by MIT Press, 1999/03/31
  • "The Right Way to Hire Financial Help goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. Don't even think twice about hiring
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Acknowledgments
1 Starting your search for help 1
2 A pocketful of money beats a mouthful of excuses 9
3 Recruit advisers before you need them 17
4 Overcoming the sins of commission 23
5 Do you want your mother's decorator? A guide to referrals 29
6 Friends don't let friends become clients, most of the time 37
7 Defining a match made in heaven 43
8 Your first meeting with an adviser 51
9 Swimming through alphabet soup 61
10 They're smarter than I am; how do I keep control? 67
11 Getting blood from a stone; how to get good answers from references 75
12 Can my computer replace traditional advisers? 83
13 Hiring a financial planner 91
14 Hiring a broker 113
15 Picking an online broker 141
16 Hiring an insurance agent 149
17 Hiring an accountant or tax preparer/tax planner 167
18 Hiring a lawyer 187
19 Hiring a real estate agent 207
20 Hiring a banker 233
21 How to get a bunch of individuals to function as one unit 247
22 Utility infielders; can one adviser handle two jobs? 257
23 Breaking up is hard to do 263
The Last Word 269
App. 1 State and federal securities regulators 273
App. 2 State insurance commissioners/independent insurance agents associations 283
App. 3 Tax preparer/CPA organizations 295
App. 4 State bar associations 301
App. 5 State Boards of Realtors 307
App. 6 Online consumer resources 313
Index 319


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The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents, 

<blockquote><i>The Right Way to Hire Financial Help</i> goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. Don't even think twice about hiring , The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents

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The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents, 

<blockquote><i>The Right Way to Hire Financial Help</i> goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. Don't even think twice about hiring , The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents

The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents

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The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents, 

<blockquote><i>The Right Way to Hire Financial Help</i> goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. Don't even think twice about hiring , The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents

The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents

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