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.
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.
