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Getting Started in Finding a Financial Advisor Paperback – May 3, 2010

ISBN-13: 978-0470538784 ISBN-10: 0470538783 Edition: 1st

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Product Details

  • Paperback: 262 pages
  • Publisher: Wiley; 1 edition (May 3, 2010)
  • Language: English
  • ISBN-10: 0470538783
  • ISBN-13: 978-0470538784
  • Product Dimensions: 6.2 x 0.6 x 9.3 inches
  • Shipping Weight: 12 ounces (View shipping rates and policies)
  • Average Customer Review: 4.7 out of 5 stars  See all reviews (3 customer reviews)
  • Amazon Best Sellers Rank: #1,265,554 in Books (See Top 100 in Books)

Editorial Reviews

From the Back Cover

A Practical Guide to Finding Trustworthy FinancialAssistance

Getting Started Infinding a Financial Advisor

Given the events of the past two years—from bankruptciesto financial scams—it's more important than ever thatinvestors understand who they are hiring to handle theirfinances.

Getting Started in Finding a Financial Advisor exploresthe important relationship between an investor and their financialadvisor and examines how you should go about finding potentialcandidates. Page by page, it shows you how to interview and checkthe¿credentials of seven key types of advisors, so that youcan spot and avoid rogues, scam artists, and incompetents. Alongthe way, you'll also learn how to understand what can happen if theinstitution or advisor you're with ends up in financial or legaldifficulty. Engaging and informative, this timely guide:

  • Helps you determine the kind of advisor best-suited for yoursituation

  • Explains in detail the issue of fiduciary responsibility offinancial advisors, so you can find solid professionals who are onyour side

  • Provides essential interview questions, discusses whatcredentials really mean, and which are important

  • And much more

Most people who give advice about money are trusted withoutactually having earned that trust. Getting Started in Finding aFinancial Advisor helps you set the highest standards, allowingyou to locate professionals who can be trusted to protect yourfinancial well-being and help you prosper.

About the Author

Chuck Jaffe is a Senior Columnist for MarketWatch. His work is syndicated nationally to an audience of more than twenty million readers per week, with his "Your Funds" column being the most widely read feature on mutual fund investing in America. Upon joining MarketWatch in 2003, Jaffe created the "Stupid Investment of the Week" column, a quirky feature that highlights the flaws that make for bad investments. In addition to MarketWatch, Jaffe provides regular guest commentary for Nightly Business Report on public television and for All Things Considered on National Public Radio.

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Customer Reviews

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Most Helpful Customer Reviews

Format: Kindle Edition Verified Purchase
I found it to the point, however, it lacked detail not enough meat. It also included lawyers, real-estate sales people etc.
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By R. Haupt on December 27, 2012
Format: Kindle Edition Verified Purchase
After reading this book, I contacted and interviewed three Certified Financial Planners and hired one with full confidence.

I recommend the book and the process to friends.
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Format: Paperback Verified Purchase
This "the" book for any one who is looking for or considering getting financial assistance in these times of great change and uncertainty.
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