Description: Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success, Hardcover by Levin, Ross, ISBN 1118027647, ISBN-13 9781118027646, Like New Used, Free shipping in the US "The gold standard for measuring financial progress, updated for today's marketFrom Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of th Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress"--
Price: 44.92 USD
Location: Jessup, Maryland
End Time: 2024-10-28T12:02:21.000Z
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Item Specifics
Restocking Fee: No
Return shipping will be paid by: Buyer
All returns accepted: Returns Accepted
Item must be returned within: 14 Days
Refund will be given as: Money Back
Book Title: Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success
Number of Pages: 288 Pages
Language: English
Publisher: Wiley & Sons, Incorporated, John
Topic: Finance / Wealth Management, Industries / Financial Services, Investments & Securities / General
Item Height: 1.1 in
Publication Year: 2011
Illustrator: Yes
Genre: Business & Economics
Item Weight: 18.4 Oz
Item Length: 9.1 in
Author: Ross Levin
Item Width: 6.3 in
Book Series: Bloomberg Financial Ser.
Format: Hardcover
