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Implementing the Wealth Management Index Tools to Build Your Practice and Measure Client Success 1st Edition by Ross Levin ISBN 1118027647 9781118027646

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Implementing the Wealth Management Index Tools to Build Your Practice and Measure Client Success 1st Edition Ross Levin Digital Instant Download

Author(s): Ross Levin
ISBN(s): 9781118027646, 1118027647
Edition: 1
File Details: PDF, 3.19 MB
Year: 2011
Language: english
SKU: EB-4541950 Category: Tag:

Implementing the Wealth Management Index Tools to Build Your Practice and Measure Client Success 1st Edition by Ross Levin – Ebook PDF Instant Download/Delivery: 1118027647, 9781118027646
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Product details:

ISBN 10: 1118027647 
ISBN 13: 9781118027646
Author: Ross Levin

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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Tags: Ross Levin, Implementing, Wealth