Getting started in finding a financial advisor - Jaffe, Charles A. (Hoboken, N.J : John Wiley, 2010)
1. You need financial help : now what? -- 2. You get what you pay for, and pay for what you get -- 3. The seven big mistakes people make when hiring advisers -- 4. Why you may be the only one you can trust -- 5. Swimming through alphabet soup -- 6. Your first meeting with an adviser -- 7. Interviewing a financial planner -- 8. Interviewing a broker -- 9. Interviewing a money manager -- 10. Interviewing an insurance agent -- 11. Interviewing an accountant/tax preparer -- 12. Interviewing a lawyer -- 13. Interviewing a real estate agent -- 14. Get what you need from references and referrals -- 15. Breaking up is hard to do
Includes index
Keywords: Finance, Personal; Financial planners; Financial planning industry; Investment advisors