Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success [Hardcover]

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.

Introduction xi

Chapter 1 Turning a Concept into a Practice 01

The Format 02

The Wealth Management Index Overview 03

The Wealth Management Index 04

Conclusion 11

Chapter 2 Building and Operating a Practice 13

What Do You Want to Be When You Grow Up? 13

Partners 21

Broader Ownership 23

Conclusion 32