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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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CHAPTER 1

Turning a Concept into a Practice

When I wrote The Wealth Management Index in 1996, it was at a time when we were experiencing a bull market of epic proportions. As clients were making money hand over fist, we were trying to temper their enthusiasm with an approach to wealth management that would measure their personal success based on all the things that they had expressed as important to us—and many things which they had not considered. We were implementing a tool that consolidated all the various aspects of financial planning into a process by which the client could begin to understand the many components of their financial life on which decisions needed to be made.

Much has changed since 1996 and nothing has changed. We still need ...

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