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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 2

Building and Operating a Practice

This chapter covers the various questions to consider as well as the steps needed to take as you build or operate your practice. I will be sharing many of the tools which we have incorporated into growing our own business. I will also discuss some of our successes and mistakes.

What Do You Want to Be When You Grow Up?

When I started in wealth management in 1982, I had no clue as to what the field would become or how my future would be shaped. And as we grew from a solo shop to a partnership to a business with three owners and more than 35 employees, I was struck by several things that influenced us over the years. This list makes sense for us; I know that other firms may have a different (and even contrasting) ...

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