Protecting Clients from Fraud, Incompetence and Scams

Protecting Clients from Fraud, Incompetence and Scams

4.6 9
by Lance Wallach
     
 

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Protect your clients – and yourself – from all kinds of financial chicanery and stupidity with this vital new book

It doesn't matter if a financial error was made because of malice or ignorance – the end result is that you lose money. Luckily, you don't have to sit idly and take it. If you have Protecting Clients from Fraud, Incompetence and

Overview

Protect your clients – and yourself – from all kinds of financial chicanery and stupidity with this vital new book

It doesn't matter if a financial error was made because of malice or ignorance – the end result is that you lose money. Luckily, you don't have to sit idly and take it. If you have Protecting Clients from Fraud, Incompetence and Scams, you can identify and avoid the dysfunctional sectors of the financial industry, steer clear of the fallout from the Madoff Era, and guide your clients to real, healthy, sustainable returns. This powerful book

  • Pinpoints dysfunctional sectors within the financial industry and offers advice against frauds and scammers
  • Shows how a team approach to asset management can ward off financial predators
  • Offers practical strategies and tools to combat client risk for Risk and Asset Management

Offering insightful information to protect your clients from all sorts of frauds and incompetence, this essential guide equips you with tips and techniques to spot the red flags of fraud and prevent it before it starts.

Product Details

ISBN-13:
9780470539743
Publisher:
Wiley
Publication date:
02/22/2010
Pages:
240
Product dimensions:
6.20(w) x 9.00(h) x 1.00(d)

Meet the Author

LANCE WALLACH, CLU, CHFC, is a leading speaker on accounting and taxation topics and the author of numerous AICPA CPE exam publications. In addition to developing CPE courses, he is also a member of the AICPA faculty of teaching professionals, and has been featured in the Wall Street Journal, the New York Times, Bloomberg Financial News, NBC, National Public Radio's All Things Considered, and other radio talk shows. Mr. Wallach is listed in Who's Who in Finance and Business.

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Protecting Clients from Fraud, Incompetence and Scams 4.7 out of 5 based on 0 ratings. 9 reviews.
Anonymous More than 1 year ago
A good book if you buy or sell financial products. Very scary stuff in this book that you need to know. A lot of Madoff type stuff to learn about so that you will not be hurt by financial products. They can be stocks, funds, even life insurance. The book had a little too much information, but more is sometimes better than less. Very interesting and quick reading, I could not put this book down. Had some very good advise about stockbrokers, insurance agents, financial products, investments, retirement plans, etc. Stuff you usually do not get anywhere else. The author had a good history in finance, and seems to be in the know. i.e. on the inside. This book will save me a lot of money and grief. Aside from a little too much information on some subjects anyone that owns financial products needs to read and own this book.
Anonymous More than 1 year ago
Must know information for all the buy any financial product. Very usefull for accountants, planners, insurance pros, etc. also. Anyone who even buys life insurance needs to read this book first. Well read and very interesting. Information that you do not find anywhere else. Things you do not think about, but need to know before you invest. Great information about your retirement plan, banks, funds, etc. Almost a Bible for anyone that wants to stay ahead in the financial world. Easy to understand. Learn secrets the IRS does not want you to know. Learn secrets your brokers will never tell you. Learn how to get back all your market loses with out even suing. Just one idea is well worth the price of the book. Salespeople of financial products should also read the book, to learn the truth about what they are selling. Could have used a few more pictures.
Anonymous More than 1 year ago
If you buy financial products you should read this book. If you sell products this is a must read. The book was a little long, but great reading.
Saul50 More than 1 year ago
Great source of imformation about everything an advisor needs to be aware of when helping clients in today's economy. Wallach has an inside track on information that we all should, but don't know.
BestCPA4U More than 1 year ago
If we make a financial error becasue of ignorance or malice, the resultis the same, the client looses money. This book helped me identify and will help you steer clear of many problems within the financial industry. The author seems to have inside information about many topics which were very helpful to me and to my clients. This book is a quick read and is even humorous. My only criticism is that I think the author could have elaborated on protecting retirement assests.
CPAKYM More than 1 year ago
I read the pre-publication of this important work. All acountants, financial advisors and others will benefit from the knowledge and the insight offered in this must read book.
TheBigBrain More than 1 year ago
In this day of bank bailouts, Bernie Madoff's and worse, you can't always tell when someone is just plain lying. You need the kind of information in this book to get ahead of the scammers. This book gives professionals and even consumers information they need to protect their assets.
Anonymous More than 1 year ago
Anonymous More than 1 year ago