How to Interview a Financial Advisor: Separating the competent from the crooked - Couverture souple

Na, Piaw

Couverture souple

ISBN 10 : 1493553097 ISBN 13 : 9781493553099

Editeur : CreateSpace Independent Publishing Platform, 2013

Synopsis

Most people interview financial advisors by talking to them and thinking about how friendly they are, how nice their office looks, or even what kind of ice cream the advisor-to-be buys them. The net result is that they usually end up hiring financial advisors who are great sales people, rather than hiring advisors who are competent and can be trusted with their assets. How to Interview a Financial Advisor levels the playing field between you and the salespeople trying to sell you on their services:

• Learn how to identify the three different types of advisors and what they can do for you.
• Arm yourself with technical questions (along with the answers that a competent advisor should give you) that let you distinguish the truly knowledgeable and honest advisers from the sales folks.
• Gain confidence in the basic wealth management options, and in handling your financial matters yourself.

A propos du livre

À propos de l'auteur

Piaw Na has managed his own wealth since 1993, and has provided financial advice to high net-worth individuals. His consulting services include interviewing financial advisors and planning financial moves for maximum benefit.

Détails de l'édition

• Éditeur: CreateSpace Independent Publishing Platform
• Date d'édition: 2013
• Langue: anglais
• ISBN 10: 1493553097
• ISBN 13: 9781493553099
• Reliure: Broché
• Numéro d'édition: 1
• Nombre de pages: 64
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg