bokomslag How to Hire (or Fire) Your Financial Advisor
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How to Hire (or Fire) Your Financial Advisor

Cfs Ivan M Illan

Inbunden

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  • 130 sidor
  • 2015

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. Illn, 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.

  • Författare: Cfs Ivan M Illan
  • Format: Inbunden
  • ISBN: 9781491770368
  • Språk: Engelska
  • Antal sidor: 130
  • Utgivningsdatum: 2015-09-03
  • Förlag: iUniverse