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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success: 144 1st Edition
Author(s): Ross Levin (Author)
Publisher: Bloomberg Press
Publication Date: 23 Sept. 2011
Edition: 1st
Language: English
Print length: 288 pages
ISBN-10: 1118027647
ISBN-13: 9781118027646
Book Description
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.
Editorial Reviews
From the Inside Flap
IN 1996, financial planning expert Ross Levin unveiled one of the most important tools of our time for tracking and measuring financial progress: the wealth management index. Now, in Implementing the Wealth Management Index, Levin has updated his revolutionary, and proven, techniques for the twenty-first century and the post-recession world. A benchmark system that uses a series of questions and evaluations to enable financial advisors to score the performance of individual clients, the index is currently used by firms around the world. This book applies it to the following areas: asset protection (preservation); disability and income protection (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a comprehensive look at every aspect of wealth management.
Including how-to information alongside real-life client examples, the book teaches wealth managers and financial advisors how to understand their clients and get them where they want to be. Deceptively simple questions like “Did you use all reasonable means to reduce your taxes?” and “Have you established and funded all the necessary trusts?” can mean the difference between merely having wealth and maximizing its potential. With this book in hand, advisors can be sure that they are looking at client options from all angles.
Essential and groundbreaking guidance from an internationally recognized expert in the field, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress, and the one book the successful money manager can’t afford to be without.
From the Back Cover
IN 1996, financial planning expert Ross Levin unveiled one of the most important tools of our time for tracking and measuring financial progress: the wealth management index. Now, in Implementing the Wealth Management Index, Levin has updated his revolutionary, and proven, techniques for the twenty-first century and the post-recession world. A benchmark system that uses a series of questions and evaluations to enable financial advisors to score the performance of individual clients, the index is currently used by firms around the world. This book applies it to the following areas: asset protection (preservation); disability and income protection (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a comprehensive look at every aspect of wealth management.
Including how-to information alongside real-life client examples, the book teaches wealth managers and financial advisors how to understand their clients and get them where they want to be. Deceptively simple questions like “Did you use all reasonable means to reduce your taxes?” and “Have you established and funded all the necessary trusts?” can mean the difference between merely having wealth and maximizing its potential. With this book in hand, advisors can be sure that they are looking at client options from all angles.
Essential and groundbreaking guidance from an internationally recognized expert in the field, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress, and the one book the successful money manager can’t afford to be without.
About the Author
ROSS LEVIN, CFP®, is the Founding Principal and President of Accredited Investors Inc., and a nationally recognized expert in financial planning. He was named one of the five most influential people in financial planning by Financial Planning magazine and as one of the twenty-five most influential individuals in and around the advisory profession by Investment Advisor magazine. A much sought after speaker on financial matters, Levin has appeared in numerous publications, including the Wall Street Journal, Bloomberg Businessweek, Fortune, the New York Times, Newsweek, Barron’s, and Money magazine, as well as on television and radio shows such as NBC Nightly News, The Oprah Winfrey Show, and American Public Media’s Marketplace Money. Levin was the first recipient of the Financial Planning Association’s Heart of Financial Planning Award.
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