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
附註:Includes bibliographical references and index.
Title from title screen.
Intro; Contents; Acknowledgments; 1 Starting your search for help; 2 A pocketful of money beats a mouthful of excuses; 3 Recruit advisers before you need them; 4 Overcoming the sins of commission; 5 Do you want your mother's decorator?; 6 Friends don't let friends become clients, most of the time; 7 Defining a match made in heaven; 8 Your first meeting with an adviser; 9 Swimming through alphabet soup; 10 They're smarter than I am; 11 Getting blood from a stone; 12 Can my computer replace traditional advisers?; 13 Hiring a financial planner; 14 Hiring a broker; 15 Picking an online broker.
16 Hiring an insurance agent17 Hiring an accountant or tax preparer/taxplanner; 18 Hiring a lawyer; 19 Hiring a real estate agent; 20 Hiring a banker; 21 How to get a bunch of individuals to function as one unit; 22 Utility infielders; 23 Breaking up is hard to do; The Last Word; Appendix 1; Appendix 2; Appendix 3; Appendix 4; Appendix 5; Appendix 6; Index.
摘要:Detailed, practical advice on hiring financial advisers.
