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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.
ASIN : B005N8EYGA
Publisher : Bloomberg Press; 1st edition (September 13, 2011)
Publication date : September 13, 2011
Language : English
File size : 3214 KB
Text-to-Speech : Enabled
Screen Reader : Supported
Enhanced typesetting : Enabled
X-Ray : Not Enabled
Word Wise : Enabled
Sticky notes : On Kindle Scribe
Print length : 301 pages