Book description
The gold standard for measuring financial progress, updated for today's market
From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book 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.
Table of contents
- Cover Page
- Title Page
- Copyright
- Dedication
- Contents
- Introduction
- CHAPTER 1: Turning a Concept into a Practice
- CHAPTER 2: Building and Operating a Practice
- CHAPTER 3: Growing Your Business
- CHAPTER 4: Developing Staff
- CHAPTER 5: Training Staff in Using the Wealth Management Index
- CHAPTER 6: The Work Plan
- CHAPTER 7: Objective Setting
- CHAPTER 8: Scoring the Wealth Management Index
- CHAPTER 9: Asset Protection (Preservation)
- CHAPTER 10: Disability and Income Protection (Protection)
- CHAPTER 11: Debt Management
- CHAPTER 12: Investment Planning (Accumulation)
- CHAPTER 13: Estate Planning (Distribution)
- Epilogue
- About the Author
- Index
Product information
- Title: Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success
- Author(s):
- Release date: October 2011
- Publisher(s): Bloomberg Press
- ISBN: 9781118027646
You might also like
book
Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
Thrive in a changing industry by putting your people first Advisory Leadership is a practical and …
book
The Art of Selling to the Affluent: How to Attract, Service, and Retain Wealthy Customers and Clients for Life, 2nd Edition
Attract and retain affluent customers and clients Much has changed since the original The Art of …
book
The One Page Financial Plan: Everything You Need to Successfully Manage Your Money and Invest for Wealth Creation
Managing your money and creating wealth has never been so easy with this simple, effective financial …
book
Winning with ETF Strategies: Top Asset Managers Share Their Methods for Beating the Market
Today, using the right ETF strategies, you can pursue virtually any investing objective, and achieve your …