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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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About the Author

Ross LEVIN, CFP®, is the Founding Principal and President of Accredited Investors Inc., a 25-year-old fee-only wealth-management firm based in Edina, Minnesota. He is a regular columnist for the Journal of Financial Planning and the Star Tribune. He has a compilation of some favorite columns in the book, Spend Your Life Wisely™: The Deeper Meaning Of Money. He was named by Financial Planning magazine as one of the five most influential people in financial planning and received their first lifetime achievement award. Investment Advisor magazine named him one of the 30 most influential individuals in and around the advisory profession over the last 30 years. He was the first recipient of the Financial Planning Association's Heart ...

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