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How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions to Guide Decision Making - Couverture souple

Illán CFS, Ivan M.

 
9781491770184: How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions to Guide Decision Making
Couverture souple
ISBN 10 : 149177018X ISBN 13 : 9781491770184
Editeur : iUniverse, 2015

Synopsis

You've worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions.

Ivan M. Illán, a longtime financial advisor to high net worth families, walks you through ten simple questions to ask your current advisor to determine if he or she should stay on the job, and so you can hire the best qualified person on the first try.

Once you know what type of responses are best, you'll be able to

* uncover hidden conflicts of interest;
* determine what motivates an advisor;
* evaluate an advisor's intelligence; and
* develop a method to evaluate performance.

While there are many benefits to having an expert manage money, it's essential to pick the right person to preserve and grow wealth. Get the critical guidance you need in How to Hire (or Fire) Your Financial Advisor.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

Présentation de l'éditeur

You've worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions.

Ivan M. Illán, a longtime financial advisor to high net worth families, walks you through ten simple questions to ask your current advisor to determine if he or she should stay on the job, and so you can hire the best qualified person on the first try.

Once you know what type of responses are best, you'll be able to

* uncover hidden conflicts of interest;
* determine what motivates an advisor;
* evaluate an advisor's intelligence; and
* develop a method to evaluate performance.

While there are many benefits to having an expert manage money, it's essential to pick the right person to preserve and grow wealth. Get the critical guidance you need in How to Hire (or Fire) Your Financial Advisor.

Biographie de l'auteur

Ivan Illán earned degrees in finance and philosophy from Boston College and holds the Certified Fund Specialist (CFS®) designation from the Institute of Business & Finance, and maintains membership in the CFA Institute. He's the founder of an independent advisory practice that serves high net worth families, and he lives in Los Angeles and New York.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
iUniverse
Date d'édition
2015
Langue
anglais
ISBN 10 
149177018X
ISBN 13 
9781491770184
Reliure
Broché
Nombre de pages
130
Coordonnées du fabricant
non disponible
Personne responsable
non disponible