Getting Started in Finding a Financial Advisor Audiobook | Charles A. Jaffe | Audible.com
We are currently making improvements to the Audible site. In an effort to enhance the accessibility experience for our customers, we have created a page to more easily navigate the new experience, available at the web address www.audible.com/access.
Getting Started in Finding a Financial Advisor | [Charles A. Jaffe]

Getting Started in Finding a Financial Advisor

Given the events of the past two years - from bankruptcies to financial scams - it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor.
Regular Price:$24.95
  • Membership Details:
    • First book free with 30-day trial
    • $14.95/month thereafter for your choice of 1 new book each month
    • Cancel easily anytime
    • Exchange books you don't like
    • All selected books are yours to keep, even if you cancel
  • - or -

Your Likes make Audible better!

'Likes' are shared on Facebook and Audible.com. We use your 'likes' to improve Audible.com for all our listeners.

You can turn off Audible.com sharing from your Account Details page.

OK

Publisher's Summary

An accessible guide that contains the tools needed to find trustworthy financial assistance.

Given the events of the past two years - from bankruptcies to financial scams - it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty.

This insightful and useful guide:

  • Helps you determine the kind of advisor best-suited for your situation.
  • Provides interview questions, discusses what credentials really mean, and which are important.
  • Explains in detail the issue of fiduciary responsibility of financial advisors, so you can find helpers who are on your side.

Most people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.

©2010 Chuck Jaffe (P)2012 Audible, Inc.

What Members Say

Average Customer Rating

3.0 (1 )
5 star
 (0)
4 star
 (0)
3 star
 (1)
2 star
 (0)
1 star
 (0)
Overall
2.0 (1 )
5 star
 (0)
4 star
 (0)
3 star
 (0)
2 star
 (1)
1 star
 (0)
Story
3.0 (1 )
5 star
 (0)
4 star
 (0)
3 star
 (1)
2 star
 (0)
1 star
 (0)
Performance


There are no listener reviews for this title yet.

    There are no listener reviews for this title yet.

Report Inappropriate Content

If you find this review inappropriate and think it should be removed from our site, let us know. This report will be reviewed by Audible and we will take appropriate action.

CANCEL

Thank You

Your report has been received. It will be reviewed by Audible and we will take appropriate action.