Issue #25: Working with Financial Professionals

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Issue #25

Issue #25
“Working with Financial Professionals”
May, 2000

Practical advice for finding a good fit with financial professionals. Writers describe recognizing a disconnect between their values and the values of professionals who may have been inherited with the wealth from the prior generation. Tips for being a good client. Tips for managing financial professionals. Two readers share the unorthodox practices of professionals they depend on, letting readers know that there are alternatives to growing principal and reducing taxes as the goals of wealth management.

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Table of Contents
Making the Best of It The Challenge to Find Financial Pros You Can Trust Nightmare Client, Dream Client Getting All the Help We Need Those Who Share Our Financial Dreams	Managing the Managers Personal Stories - Up Close and Personal Questions for socially responsible investment managers: Questions to ask yourself

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Issue #25 “Working with Financial Professionals” May, 2000

Table of Contents

Issue #25
“Working with Financial Professionals”
May, 2000