This very valuable tool helps you to find the right financial planner, stockbroker, attorney, accountant, real estate agent and insurance agent by guiding you in which questions to ask. Our step-by-step system will make your decision-making and selection worry-free!
Book Description
Editorial Reviews
From the Publisher
This self-study workbook provides you with the worksheets necessary to select advisors with the skills, resources, and personalities that match your needs and style. First, you will get yourself prepared to find the right advisor. Then you will consult the section that addresses the specific advisor type you think you might need. The section on interviewing provides questions to ask when initially screening your potential list of advisors and questions during a face-to-face interview. Worksheets are provided to assist you during these interviews for Financial Planners, Stockbrokers, Accountants, Attorneys, Insurance Representatives, and Realtors. We also provide the type of responses you should expect to receive and the reasoning behind the question in order to help make an informed decision, The power is in your hands.
From the Author
When you hire a professional advisor, their advice, good or bad, can easily have a tremendous impact on your assets, your family and your lifestyle. You substantially increase your chances of working with the "right" advisor if you ask the right questions and invest some time into making an informed choice.
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Inside This Book
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First Sentence:
Some people say, "I don't know what I need - that's why I need an advisor!" Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
financial planning association, claim processed, enrolled agent, workbook format, tax advisor, financial education, discipline the member Key Phrases - Capitalized Phrases (CAPs): (learn more)
Certified Financial, Checking References, Complaint Regarding, Personal Interview Questions, Telephone Screening Questions, Possible Behavior Weaknesses, Chartered Financial Consultant, National Association of Personal Financial Advisors, Securities Investor Protection Corporation New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
Some people say, "I don't know what I need - that's why I need an advisor!" Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
financial planning association, claim processed, enrolled agent, workbook format, tax advisor, financial education, discipline the member Key Phrases - Capitalized Phrases (CAPs): (learn more)
Certified Financial, Checking References, Complaint Regarding, Personal Interview Questions, Telephone Screening Questions, Possible Behavior Weaknesses, Chartered Financial Consultant, National Association of Personal Financial Advisors, Securities Investor Protection Corporation New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
Books on Related Topics
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