Implementing the Wealth Management Index
Tools to Build Your Practice and Measure Client Success
von Ross LevinThe gold standard for measuring financial progress, updated fortoday's market
From Ross Levin, a trusted financial planner, comesImplementing the Wealth Management Index. The new edition ofthe book Investment Advisor called a „landmark opus,“ thisrevised and updated volume expands upon his legendary WealthManagement Index tool. A benchmark system that, through a series ofquestions and evaluations, enables advisors to score theirperformance for individual clients, the tool is used by firmsaround the world. In this new edition, the index looks at assetprotection, disability and income protection, debt management, investment planning, and estate planning.
The new edition adds more how-to information, as well as actualclient examples and case studies to show how Levin's firmsuccessfully uses the index as a daily strategy.
* Asks the important questions, like „Did you use all reasonablemeans to reduce your taxes?“ and "Have you established and fundedall the necessary trusts? Have you made your desired gifts for thisyear?
* Newly revised and expanded for the first time since 1997
Essential guidance from a top man in the game, Implementingthe Wealth Management Index is the one-stop resource formeasuring client financial progress.
From Ross Levin, a trusted financial planner, comesImplementing the Wealth Management Index. The new edition ofthe book Investment Advisor called a „landmark opus,“ thisrevised and updated volume expands upon his legendary WealthManagement Index tool. A benchmark system that, through a series ofquestions and evaluations, enables advisors to score theirperformance for individual clients, the tool is used by firmsaround the world. In this new edition, the index looks at assetprotection, disability and income protection, debt management, investment planning, and estate planning.
The new edition adds more how-to information, as well as actualclient examples and case studies to show how Levin's firmsuccessfully uses the index as a daily strategy.
* Asks the important questions, like „Did you use all reasonablemeans to reduce your taxes?“ and "Have you established and fundedall the necessary trusts? Have you made your desired gifts for thisyear?
* Newly revised and expanded for the first time since 1997
Essential guidance from a top man in the game, Implementingthe Wealth Management Index is the one-stop resource formeasuring client financial progress.
