skip to content
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 Preview this item
ClosePreview this item
Checking...

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

Author: Charles A Jaffe
Publisher: Cambridge, Mass. : MIT Press, ©2001.
Edition/Format:   Print book : EnglishView all editions and formats
Summary:
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. Syndicated columnist Jaffe takes the reader through the basics of how to locate appropriate candidates, understand their credentials,  Read more...
Rating:

(not yet rated) 0 with reviews - Be the first.

Subjects
More like this

 

Find a copy in the library

&AllPage.SpinnerRetrieving; Finding libraries that hold this item...

Details

Document Type: Book
All Authors / Contributors: Charles A Jaffe
ISBN: 0262600439 9780262600439
OCLC Number: 45122964
Notes: Includes index.
Description: x, 333 pages ; 23 cm
Contents: Starting your search for help --
A pocketful of money beats a mouthful of excuses --
Recruit advisers before you need them --
Overcoming the sins of commission --
Do you want your mother's decorator? A guide to referrals --
Friends don't let friends become clients, most of the time --
Defining a match made in heaven --
Your first meeting with an adviser --
Swimming through alphabet soup --
They're smarter than I am : how do I keep control? --
Getting blood from a stone : how to get good answers from references --
Can my computer replace traditional advisers? --
Hiring a financial planner --
Hiring a broker --
Picking an online broker --
Hiring an insurance agent --
Hiring an accountant or tax preparer/tax planner --
Hiring a lawyer --
Hiring a real estate agent --
Hiring a banker --
How to get a bunch of individuals to function as one unit --
Utility infielders : can one adviser handle two jobs? --
Breaking up is hard to do --
The last word.
Responsibility: Charles A. Jaffe.

Abstract:

Detailed, practical advice on hiring financial advisers.  Read more...

Reviews

Editorial reviews

Publisher Synopsis

" 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. Read more...

 
User-contributed reviews
Retrieving GoodReads reviews...
Retrieving DOGObooks reviews...

Tags

Be the first.
Confirm this request

You may have already requested this item. Please select Ok if you would like to proceed with this request anyway.

Linked Data


Primary Entity

<http://www.worldcat.org/oclc/45122964> # 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
    a schema:CreativeWork, schema:Book ;
   library:oclcnum "45122964" ;
   library:placeOfPublication <http://id.loc.gov/vocabulary/countries/mau> ;
   library:placeOfPublication <http://experiment.worldcat.org/entity/work/data/797134725#Place/cambridge_mass> ; # Cambridge, Mass.
   schema:about <http://experiment.worldcat.org/entity/work/data/797134725#Topic/conseillers_en_placements> ; # Conseillers en placements
   schema:about <http://dewey.info/class/332/e21/> ;
   schema:about <http://id.worldcat.org/fast/924449> ; # Finance, Personal
   schema:about <http://experiment.worldcat.org/entity/work/data/797134725#Topic/planificateurs_financiers> ; # Planificateurs financiers
   schema:about <http://experiment.worldcat.org/entity/work/data/797134725#Topic/advisering> ; # Advisering
   schema:about <http://experiment.worldcat.org/entity/work/data/797134725#Topic/financiele_planning> ; # Financiële planning
   schema:about <http://experiment.worldcat.org/entity/work/data/797134725#Topic/services_financiers> ; # Services financiers
   schema:about <http://id.worldcat.org/fast/978168> ; # Investment advisors
   schema:about <http://experiment.worldcat.org/entity/work/data/797134725#Topic/planification_financiere_personnelle> ; # Planification financière personnelle
   schema:about <http://id.worldcat.org/fast/924738> ; # Financial services industry
   schema:about <http://id.worldcat.org/fast/924719> ; # Financial planners
   schema:bookFormat bgn:PrintBook ;
   schema:copyrightYear "2001" ;
   schema:creator <http://viaf.org/viaf/46050805> ; # Charles A. Jaffe
   schema:datePublished "2001" ;
   schema:description "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. Syndicated columnist 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. In addition, he 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.--From publisher description."@en ;
   schema:description "Starting your search for help -- A pocketful of money beats a mouthful of excuses -- Recruit advisers before you need them -- Overcoming the sins of commission -- Do you want your mother's decorator? A guide to referrals -- Friends don't let friends become clients, most of the time -- Defining a match made in heaven -- Your first meeting with an adviser -- Swimming through alphabet soup -- They're smarter than I am : how do I keep control? -- Getting blood from a stone : how to get good answers from references -- Can my computer replace traditional advisers? -- Hiring a financial planner -- Hiring a broker -- Picking an online broker -- Hiring an insurance agent -- Hiring an accountant or tax preparer/tax planner -- Hiring a lawyer -- Hiring a real estate agent -- Hiring a banker -- How to get a bunch of individuals to function as one unit -- Utility infielders : can one adviser handle two jobs? -- Breaking up is hard to do -- The last word."@en ;
   schema:exampleOfWork <http://worldcat.org/entity/work/id/797134725> ;
   schema:inLanguage "en" ;
   schema:name "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"@en ;
   schema:productID "45122964" ;
   schema:publication <http://www.worldcat.org/title/-/oclc/45122964#PublicationEvent/cambridge_mass_mit_press_2001> ;
   schema:publisher <http://experiment.worldcat.org/entity/work/data/797134725#Agent/mit_press> ; # MIT Press
   schema:workExample <http://worldcat.org/isbn/9780262600439> ;
   umbel:isLike <http://bnb.data.bl.uk/id/resource/GBA141451> ;
   wdrs:describedby <http://www.worldcat.org/title/-/oclc/45122964> ;
    .


Related Entities

<http://experiment.worldcat.org/entity/work/data/797134725#Place/cambridge_mass> # Cambridge, Mass.
    a schema:Place ;
   schema:name "Cambridge, Mass." ;
    .

<http://experiment.worldcat.org/entity/work/data/797134725#Topic/conseillers_en_placements> # Conseillers en placements
    a schema:Intangible ;
   schema:name "Conseillers en placements"@fr ;
    .

<http://experiment.worldcat.org/entity/work/data/797134725#Topic/financiele_planning> # Financiële planning
    a schema:Intangible ;
   schema:name "Financiële planning"@en ;
    .

<http://experiment.worldcat.org/entity/work/data/797134725#Topic/planificateurs_financiers> # Planificateurs financiers
    a schema:Intangible ;
   schema:name "Planificateurs financiers"@fr ;
    .

<http://experiment.worldcat.org/entity/work/data/797134725#Topic/planification_financiere_personnelle> # Planification financière personnelle
    a schema:Intangible ;
   schema:name "Planification financière personnelle"@fr ;
    .

<http://experiment.worldcat.org/entity/work/data/797134725#Topic/services_financiers> # Services financiers
    a schema:Intangible ;
   schema:name "Services financiers"@fr ;
    .

<http://id.worldcat.org/fast/924449> # Finance, Personal
    a schema:Intangible ;
   schema:name "Finance, Personal"@en ;
    .

<http://id.worldcat.org/fast/924719> # Financial planners
    a schema:Intangible ;
   schema:name "Financial planners"@en ;
    .

<http://id.worldcat.org/fast/924738> # Financial services industry
    a schema:Intangible ;
   schema:name "Financial services industry"@en ;
    .

<http://id.worldcat.org/fast/978168> # Investment advisors
    a schema:Intangible ;
   schema:name "Investment advisors"@en ;
    .

<http://viaf.org/viaf/46050805> # Charles A. Jaffe
    a schema:Person ;
   schema:familyName "Jaffe" ;
   schema:givenName "Charles A." ;
   schema:name "Charles A. Jaffe" ;
    .

<http://worldcat.org/isbn/9780262600439>
    a schema:ProductModel ;
   schema:isbn "0262600439" ;
   schema:isbn "9780262600439" ;
    .

<http://www.worldcat.org/title/-/oclc/45122964>
    a genont:InformationResource, genont:ContentTypeGenericResource ;
   schema:about <http://www.worldcat.org/oclc/45122964> ; # 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
   schema:dateModified "2017-12-25" ;
   void:inDataset <http://purl.oclc.org/dataset/WorldCat> ;
    .


Content-negotiable representations

Close Window

Please sign in to WorldCat 

Don't have an account? You can easily create a free account.