Implementing the Wealth Management Index

For example, long-term care insurance was a relatively nascent industry when I first wrote The Wealth Management Index. Today it is an area that we review with every client, regardless of whether or not we recommend the purchase of a ...

Implementing the Wealth Management Index

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.

More Books:

The Wealth Management Index
Language: en
Pages: 203
Authors: Ross Levin
Categories: Business & Economics
Type: BOOK - Published: 1997 - Publisher: Irwin Professional Pub

Because wealth management encompasses a variety of disciplines--the management of personal risks, prudent investing, reduction of income taxes, and ensuring appropriate estate distribution--traditional performance measures are misleading and ineffective. In this landmark book, Ross Levin presents the Wealth Management Index T M, an innovative tool for financial advisors to quantify
Implementing the Wealth Management Index
Language: en
Pages: 288
Authors: Ross Levin
Categories: Business & Economics
Type: BOOK - Published: 2011-10-11 - Publisher: John Wiley & Sons

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
Implementing the Wealth Management Index
Language: en
Pages: 288
Authors: Ross Levin
Categories: Business & Economics
Type: BOOK - Published: 2011-09-13 - Publisher: John Wiley & Sons

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
The Art of Practicing and the Art of Communication in Financial Planning
Language: en
Pages: 328
Authors: Harold Evensky, Alexandra Armstrong, Sid Mittra
Categories: Business & Economics
Type: BOOK - Published: 2017-03-15 - Publisher: SAGE Publishing India

The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles
Structured Products in Wealth Management
Language: en
Pages: 256
Authors: Steffen Tolle, Boris Hutter, Patrik Rüthemann, Hanspeter Wohlwend
Categories: Business & Economics
Type: BOOK - Published: 2012-11-30 - Publisher: John Wiley & Sons

Structured products in the form of equity-linked derrivativeshave seen a rapid rise in popularity in the field of wealthmanagement. Structured products are combinations of derivatives andtraditional financial instruments such as stocks and bonds. Thevarious components are combined into a single financial instrumentand securitized. Discusses the characteristics and practical applications ofstructured