MARC Record from Library of Congress

LEADER: 02668cam a22003734a 4500
001 2011029929
003 DLC
005 20120222144305.0
008 110713s2012 njua b 001 0 eng
010 $a 2011029929
020 $a9781118027646 (hardback)
020 $a1118027647 (hardback)
035 $a(OCoLC)ocn719429262
040 $aDLC$cDLC$dYDX$dBTCTA$dYDXCP$dBWX$dCDX$dSINLB$dDLC
042 $apcc
043 $an-us---
050 00 $aHG179.5$b.L48 2012
082 00 $a332.6$223
082 00 $a332.6$222
084 $aBUS036000$2bisacsh
100 1 $aLevin, Ross.
245 10 $aImplementing the wealth management index :$btools to build your practice and measure client success /$cRoss Levin.
260 $aHoboken, N.J. :$bBloomberg Press,$cc2012.
300 $axiii, 266 p. :$bill. ;$c24 cm.
490 1 $a[Financial series]
500 $aThe first edition of this book was titled: The wealth management index. Published by McGraw-Hill, Inc. 1996.
500 $aSeries statement from book jacket.
520 $a"The gold standard for measuring financial progress, updated for today's marketFrom Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress"--$cProvided by publisher.
504 $aIncludes bibliographical references and index.
650 0 $aFinancial planners$zUnited States.
650 0 $aFinancial services industry$zUnited States.
700 1 $aLevin, Ross.$tWealth management index.
830 0 $aBloomberg financial series.
856 42 $3Cover image$uhttp://catalogimages.wiley.com/images/db/jimages/9781118027646.jpg