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

Autor: Ross Levin

Jazyk:

Väzba: Pevná

Vydavateľ: John Wiley & Sons Inc

Dostupnosť: Skladom u dodávateľa

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

Informácie o knihe

Autor

Ross Levin

Jazyk

Angličtina

Väzba

Kniha - Pevná

Vydalo

2011

Stránok

288

EAN

9781118027646

ISBN

1118027647

Enbook ID

04949681

Vydavateľ

John Wiley & Sons Inc

Hmotnosť

522

Rozmery

162 x 231 x 25

Kompletný popis

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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