Implementing the Wealth Management Index - Tools to Build Your Practice and Measure Client Success

Autor: Ross Levin

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Legare: Copertă tare

Editura: John Wiley & Sons Inc

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The gold standard for measuring financial progress, updated for today's market From Ross Levin, a t...

Informații despre carte

Autor

Ross Levin

Limbă

engleză

Legare

Carte - Copertă tare

Publicat

2011

Pagini

288

EAN

9781118027646

ISBN

1118027647

Enbook ID

04949681

Editura

John Wiley & Sons Inc

Greutate

522

Dimensiuni

162 x 231 x 25

Descriere completă

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.

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Implementing the Wealth Management Index - Tools to Build Your Practice and Measure Client Success

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