Limit search to available items
Book Cover
Author Levin, Ross.

Title Implementing the wealth management index : tools to build your practice and measure client success / Ross Levin
Published Hoboken, N.J. : Bloomberg Press, [2012]
Online access available from:
Safari O'Reilly books online    View Resource Record  


Description 1 online resource (xiii, 266 pages) : illustrations
Series [Financial series]
Bloomberg financial series.
Contents Cover; Contents; Title; Copyright; Dedication; Chapter 1: Turning a Concept into a Practice; The Format; The Wealth Management Index Overview; The Wealth Management Index; Conclusion; Chapter 2: Building and Operating a Practice; What Do You Want to Be When You Grow Up?; Partners; Broader Ownership; Conclusion; Chapter 3: Growing Your Business; Quantitative Prospect Metrics; Behavioral Types of Prospects; The Prospect Meeting; Questions; Other Questions; Next Steps; Conclusion; Chapter 4: Developing Staff; Leadership Pipeline; Conclusion
Summary "The gold standard for measuring financial progress, updated for today's marketFrom 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"-- Provided by publisher
Notes Series statement from book jacket
The first edition of this book was titled: The wealth management index. Published by McGraw-Hill, Inc. 1996
Bibliography Includes bibliographical references and index
Notes Print version record
Subject Financial planners -- United States.
Financial services industry -- United States.
Form Electronic book
Author Levin, Ross. Wealth management index
ISBN 1118159780 (electronic bk.)
1118159799 (electronic bk.)
1118531671 (electronic bk.)
9781118159781 (electronic bk.)
9781118159798 (electronic bk.)
9781118531679 (electronic bk.)