The Right Way to Hire Financial Help, second edition: A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers, and Real Estate AgentsMIT Press, 2001 M02 12 - 352 pages Detailed, practical advice on hiring financial advisers. Hiring financial help is a task that many otherwise savvy people approach the wrong way, opting to go on recommendations from family and friends, chance encounters, or advertisements rather than on sound research. In engaging, accessible prose, nationally syndicated columnist Charles A. Jaffe takes the reader through the basics of how to locate appropriate candidates, understand their credentials, check references, conduct initial interviews, maintain control of the relationships and one's finances, and fire an adviser who is not working out. The book contains guidance on hiring and checking the backgrounds of seven types of advisers—brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents—as well as specific questions to ask to determine whether an adviser is a good, qualified match. In addition the book offers guidance on how to help the advisers function as a team. The author's aim is to help the reader assemble and manage a pool of advisers to serve every major financial need for the rest of his or her lifetime. This new edition has been updated throughout. It includes, hundreds of Web addresses and an online resources directory. Two new chapters discuss online advice services and how to choose an online broker. |
Contents
Starting your search for help | 1 |
A pocketful of money beats a mouthful of excuses | 9 |
Recruit advisers before you need them | 17 |
Overcoming the sins of commission | 23 |
Do you want your mothers decorator? A guide to referrals | 29 |
Friends dont let friends become clients most of the time | 37 |
Defining a match made in heaven | 43 |
Your first meeting with an adviser | 51 |
Hiring an accountant or tax preparertax planner | 167 |
Hiring a lawyer | 187 |
Hiring a real estate agent | 207 |
Hiring a banker | 233 |
How to get a bunch of individuals to function as one unit | 247 |
Utility infielders can one adviser handle two jobs? | 257 |
Breaking up is hard to do | 263 |
The Last Word | 269 |
Swimming through alphabet soup | 61 |
Theyre smarter than I am how do I keep control? | 67 |
Getting blood from a stone how to get good answers from references | 75 |
Can my computer replace traditional advisers? | 83 |
Hiring a financial planner | 91 |
Hiring a broker | 113 |
Picking an online broker | 141 |
Hiring an insurance agent | 149 |
Other editions - View all
The Right Way to Hire Financial Help: A Complete Guide to Choosing and ... Charles A. Jaffe No preview available - 2001 |
Common terms and phrases
References to this book
Conscious Spending for Couples: Seven Skills for Financial Harmony Deborah Knuckey Limited preview - 2003 |