Spotting red flags : financial advisors to avoid /

"This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (ISBN: 9780137033652), by Bonnie Kirchner. Red flags can pop up at various stages during your journey in search of the perfect advisor. Pay attention to them: They'll...

Descripción completa

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Kirchner, Bonnie S., 1967-
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Upper Saddle River, N.J. : FTPress Delivers, ©2010.
Colección:FT Press Delivers elements.
Temas:
Investment advisors > United States.
Financial planners > United States.
Conseillers en placements > États-Unis.
Planificateurs financiers > États-Unis.
BUSINESS & ECONOMICS > Finance.
Financial planners.
Investment advisors.
United States.
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)
Tabla de Contenidos:
  • Cover
  • Spotting Red Flags: Financial Advisors to Avoid
  • The Name and Information Gathering Phase
  • During the Meeting
  • After the Meeting
  • Advisors to Avoid
  • Quick Tips.

Ejemplares similares