About the 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.
Editions of Implementing the Wealth Management Index
- Hardcover
- ISBN 9781118027646
- EBook
- ISBN 9781118159798
- EBook
- ISBN 9781118531679
- EBook
- ISBN 9781118159781
Read an Excerpt
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.
Frequently Asked Questions
What is Implementing the Wealth Management Index about?
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.
What core themes, tropes, or subjects are explored in Implementing the Wealth Management Index?
Economics, Finance, Business and Management > Finance and accounting > Finance and the finance industry > Investment and securities
Where can I read a sample of Implementing the Wealth Management Index?
You can read an official preview of the few pages here https://www.book2look.com/book/9781118027646
Is Implementing the Wealth Management Index part of a series, and can it be read as a standalone?
Yes it is a part of series Bloomberg Financial
Who is/are the Author/s of the book Implementing the Wealth Management Index?
Ross Levin
Who is the Publisher of the book Implementing the Wealth Management Index?
Wiley
What are the ISBN numbers for the physical and digital editions?
Implementing the Wealth Management Index is available as hardcover(ISBN 9781118027646) and ebook(ISBN 9781118159798) and ebook(ISBN 9781118531679) and ebook(ISBN 9781118159781)
Where can I buy Implementing the Wealth Management Index online or support local independent bookshops?
You can buy Implementing the Wealth Management Index from below
Where can I buy Implementing the Wealth Management Index?