The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals (Itwin/Iafp Series in Financial Planning) - Hardcover

Levin, Ross

Hardcover

ISBN 10: 0786310200 ISBN 13: 9780786310203

Publisher: McGraw-Hill Education, 1996

Synopsis

Because wealth management encompasses a variety of disciplines - the management of personal risks, prudent investing, reduction of income taxes, and ensuring appropriate estate distribution - traditional performance measures are misleading and ineffective. In this landmark book, Ross Levin presents the Wealth Management Index[trademark], an innovative tool for financial advisors to quantify their clients' success in financial planning. The index helps financial advisors establish rational goals with their clients and measure their progress toward achieving goals. "Wealth Management Index" includes: guidelines and strategies for determining your clients' unique needs; a detailed discussion of each section of the index - asset protection, disability and income protection, debt management, investment and cash flow planning, and estate distribution; and step-by-step procedures on how to implement The Wealth Management Index[trademark] in a financial planning practice.

About this title

From the Author

A framework to link client goals with quantifiable results.
The Wealth Management Index is dedicated to those who want to develop a coherent financial plan and a way to successfully measure it. This book enables you and the client to focus on what truly matters in financial planning - helping the client establish their objectives and chart the progress in reaching them.

Edition details

• Publisher: McGraw-Hill Education
• Publication date: 1996
• ISBN 10: 0786310200
• ISBN 13: 9780786310203
• Binding: Hardcover
• Language: English
• Number of pages: 200