- Paperback: 338 pages
- Publisher: MIT Press; New edition edition (31 Mar 1999)
- Language English
- ISBN-10: 0262600331
- ISBN-13: 978-0262600330
- Product Dimensions: 25.1 x 17.3 x 2 cm
- Average Customer Review: 5.0 out of 5 stars See all reviews (2 customer reviews)
- Amazon Bestsellers Rank: 3,452,995 in Books (See Top 100 in Books)
- See Complete Table of Contents
The Right Way to Hire Financial Help
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More About the Author
Product Description
Review
" The Right Way to Hire Financial Help goes where no other personal finance book has gone before. Chuck Jaffe offers solid, no-nonsense advice that can help people save--and even make--a bundle. Don"t even think twice about hiring a financial professional until you"ve read this book."--Gerri Detweiler , financial author and former director of the National Council of Individual Investors "Most investors know they need help with their investments, they just don'tknow where to find it. Who can you trust? How do you know you won't betaken advantage of? The choices are daunting. Thankfully, Charles A.Jaffe's The Right Way to Hire Financial Help offers investors the help theyneed. From taxes to insurance, this book has all you need to make informeddecisions about the people you hire to help you map your financial future."--Don Phillips , CEO, Morningstar, Inc.
--This text refers to an alternate
Paperback
edition.
Product Description
The author claims that many people approach hiring financial help the wrong way, opting to go on recommendations from family and friends, chance encounters or advertisements, rather than on sound research. This book takes the reader through the basics of how to locate appropriate candidates, understand their credentials, check references, conduct initial interviews, maintain control of the relationship and finances and fire an adviser who is not working out. The book contains guidance on hiring and checking the background of seven different types of advisers - brokers, financial planners, insurance agents, lawyers, tax preparers, bankers and real estate agents - as well as specific questions to ask in order to determine whether an adviser is a good, qualified match. In addition the book offers guidance on how to help the advisers function as a team. The author's aim is to help the reader assemble and manage a pool of advisers to serve every major need for the rest of a financial lifetime.
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Customer Reviews
Most Helpful Customer Reviews
Format:Hardcover
I had worked with financial planners befor but I was never comfortible. Then I read about this book in the local paper. I bought it. I used it. I just hired a planner, and this time I am comfortible. This book is the reason. I recomend it!
Format:Hardcover
My wife and I read Mr. Jaffe's column all the time and bought the book after the Boston Globe reprinted some of it. We had been having a hard time finding a financial planner.
Once we knew what to ask and what to listen for, we weren't so scared about hiring the wrong person. We interviewed three advisers and hired the one who gave us the answeres we liked the best. He even told us it was the best first interview he ever had with a client.
The book made us feel good that we picked the right person.
Most Helpful Customer Reviews on Amazon.com (beta)
Amazon.com:
6 reviews
12 of 14 people found the following review helpful
From a Jaffe fan: This book is what we have come to expect
27 Aug 2000
Format:Paperback
I read Mr. Jaffe's column every week in the Boston Globe and bought this book after hearing him talk on this subject atthe Globe's personal finance conference (he autographed the book for me).
This book gave me exactly what I have come to expect from Mr. Jaffe: Clear, insightful, unafraid commentary that helped give me the courage to go through with choosing a financial planner. I learned which questions to ask, and I took the book with me and asked those questions. And while it's early to tell (Mr. Jaffe says all the time that anything less than one year is not really long enough to judge), I am happy with my financial planner and expect to stay that way for a long time.
As for the reviewer who thought this book was redundant, he must have skipped the introduction. That's where Mr. Jaffe explains why parts of the book are redundant and advises more knowledgeable investors to skip the parts that they don't need.
If you do that, this book will give you exactly what you need. It certainly did for me.
5 of 6 people found the following review helpful
Needs better focus
23 Jun 2003
Format:Paperback
A previous reviewer who accused the book of having too much fluff is, unfortunately, only slightly exaggerating. If the author had taken the time to tighten up the book and used only half as many words as he did, the resulting book would have been first rate useful. As it is, the book is a serious test of one's patience and concentration. The ideas are very reasonable, but the reader has to struggle to separate the wheat from the chaff.
6 of 9 people found the following review helpful
Forces you to practice due diligence
27 April 2001
Format:Paperback
Some people might think that Jaffe's book is obvious. But what's obvious to some may be revolutionary and important to others.
The book outlines questions that should be asked of any financial proessionals one is considering hiring, and suggests interviewing at least three of each type of adviser to learn differences and to become comfortable.
Jaffe's advice is so good that it is almost impossible not to gain many times the cost of the book in better financial planning and better peace of mind that one has proceeded with due diligence.
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