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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success by Ross Levin

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Copyright © 2012 by Ross Levin. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

The first edition of this book was titled The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals, Published by McGraw-Hill, Inc. © 1996.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to ...

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