By Ross Levin
From Ross Levin, a depended on monetary planner, comes Implementing the Wealth administration Index. the recent variation of the ebook Investment Advisor known as a "landmark opus," this revised and up-to-date quantity expands upon his mythical Wealth administration Index software. A benchmark procedure that, via a chain of questions and reviews, permits advisors to attain their functionality for person consumers, the device is utilized by enterprises worldwide. during this new version, the index appears at asset defense, incapacity and source of revenue defense, debt administration, funding making plans, and property planning.
The new version provides extra how-to info, in addition to genuine shopper examples and case reports to teach how Levin's enterprise effectively makes use of the index as a regular strategy.
- Asks the $64000 questions, like "Did you utilize all moderate ability to minimize your taxes?" and "Have you proven and funded all of the worthy trusts? have you ever made your required presents for this year?
- Newly revised and increased for the 1st time given that 1997
Essential information from a most sensible guy within the online game, Implementing the Wealth administration Index is the one-stop source for measuring buyer monetary progress.
Read or Download Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success (Bloomberg Financial) PDF
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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success (Bloomberg Financial) by Ross Levin