Implementing the Wealth Management Index

Ross Levin

Editore: Wiley John & Sons Okt 2011, 2011
ISBN 10: 1118027647 / ISBN 13: 9781118027646
Usato / Buch / Quantità: 0
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Neuware - The gold standard for measuring financial progress, updated for today's market 288 pp. Englisch. Codice inventario libreria

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Riassunto: 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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Praise for Implementing the Wealth Management Index

"Implementing the Wealth Management Index seems to me to be a great way to tame the challenge of communicating and managing dozens or hundreds of financial issues in a client?s life.?As a bonus, you get to look over the shoulder of one of the profession?s leading thinkers as he evaluates his firm?s internal management processes and thinks about how to approach virtually every aspect of the financial planning service." Bob Veres, Editor, Inside Information

"Ross Levin has always been a thought leader in the financial planning business, and has always been incredibly generous with his insight and wisdom to help other planners and advisors who are trying to grow their businesses. The first edition of The Wealth Management Index was a breakthrough piece of thinking on how to deliver value to individuals and families. This version is a great enhancement to the original text because it incorporates even more practical ideas in an even more complex world. I urge all advisors, whether they?re with independent or employee?owned firms, to get this book, take many notes, and implement the great ideas that Ross is offering up." Mark Tibergien, CEO, Pershing Advisor Solutions, a BNY Mellon company

"A towering figure in the financial planning movement, Ross Levin understands that investors? goals go far beyond financial success. Implementing the Wealth Management Index updates his seminal work with even more actionable advice on how individuals can make smart money management their means to a more rewarding life." Don Phillips, Managing Director, Morningstar

"With consumer trust in the financial advisor community still on the mend, and a legislative and regulatory environment focused on accountability and transparency, a guide that can bend advisors? businesses in new, client?centered directions is perhaps more timely and relevant today than ever. Implementing the Wealth Management Index is a compelling and practical model that espouses laser?like focus on client objectives and solutions using a transparent, balanced approach."
Sean R. Walters, CAE, CEO/Executive Director, IMCA, Investment ManagementConsultants Association

"Ross Levin gives us not merely a revision, but a new vision of how to build a successful practice and help your clients progress toward meaningful goals." Marv Tuttle, CAE, Executive Director/CEO, Financial Planning Association

"Ross delivers in spades on his promise of turning concept into practice. I loved the originalissue of The Wealth Management Index and this update is even better. This is a must on the shelfof all practitioners; however, don?t just buy the book; read and implement its ideas and watch your business grow." Harold Evensky, President, Evensky & Katz; coauthor of The NewWealth Management

"Ross hopes this book is a blessing to the planners that read it. I say it?s a true blessing to theirclients. This book makes us all better." Marty Kurtz,

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Dati bibliografici

Titolo: Implementing the Wealth Management Index
Casa editrice: Wiley John & Sons Okt 2011
Data di pubblicazione: 2011
Legatura: Buch
Condizione libro: Neu

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Descrizione libro Bloomberg Press, 2011. Condizione libro: New. Brand New, Unread Copy in Perfect Condition. A+ Customer Service! Summary: The gold standard for measuring financial progress, updated for todays 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. Codice libro della libreria ABE_book_new_1118027647

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Descrizione libro John Wiley Sons Inc, United States, 2011. Hardback. Condizione libro: New. 1. Auflage. 229 x 155 mm. Language: English . Brand New Book. 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. Codice libro della libreria BZV9781118027646

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Descrizione libro John Wiley Sons Inc, United States, 2011. Hardback. Condizione libro: New. 1. Auflage. 229 x 155 mm. Language: English . Brand New Book. 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. Codice libro della libreria AAH9781118027646

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