Description

Book Synopsis
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

Implementing the Wealth Management Index

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    A Hardback by Ross Levin

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      Book details

      Publisher Bloomberg Press
      Published 25 October 2011
      ISBN-13 9781118027646
      978-1118027646
      ISBN-10 1118027647
      Also in:
      Finance and accounting

      Description

      Book Synopsis
      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

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