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Implementing the Wealth Management Index: Tools to Build Your Practice and: New
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Item specifics
- Condition
- Publication Date
- 2011-10-25
- ISBN
- 9781118027646
About this product
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1118027647
ISBN-13
9781118027646
eBay Product ID (ePID)
109071139
Product Key Features
Book Title
Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success
Number of Pages
288 Pages
Language
English
Publication Year
2011
Topic
Finance / Wealth Management, Industries / Financial Services, Investments & Securities / General
Illustrator
Yes
Genre
Business & Economics
Book Series
Bloomberg Financial Ser.
Format
Hardcover
Dimensions
Item Height
1.1 in
Item Weight
18.4 Oz
Item Length
9.1 in
Item Width
6.3 in
Additional Product Features
Intended Audience
Trade
LCCN
2011-029929
Dewey Edition
23
Series Volume Number
144
Dewey Decimal
332.6
Table Of Content
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 Chapter 3 Growing Your Business 33 Quantitative Prospect Metrics 33 Behavioral Types of Prospects 35 The Prospect Meeting 39 Questions 42 Other Questions 46 Next Steps 47 Conclusion 49 Chapter 4 Developing Staff 51 The Client Team 51 Leadership Pipeline 52 Conclusion 52 Chapter 5 Training Staff in Using the Wealth Management Index 65 The New Hire Process 65 Conclusion 83 Chapter 6 The Work Plan 85 Pre-meeting 85 Post-meeting 87 Agenda 92 Conclusion 92 Chapter 7 Objective Setting 95 Asset Protection 95 Disability and Income Protection 98 Debt Management 103 Investment Planning 105 Estate Planning 107 Conclusion 112 Chapter 8 Scoring the Wealth Management Index 113 Spreadsheet 114 Chapter 9 Asset Protection (Preservation) 117 Components 119 Have You Articulated a Life Insurance Philosophy? 119 What are Your Concerns Regarding Risks of Large Losses from Medical, Long- Term Care, Property/Casualty, and Personal or Professional Liability Issues? 128 Have You Defined and Protected Your Business Interests? 138 Conclusion 142 Chapter 10 Disability and Income Protection (Protection) 145 What are the Income and Lifestyle Needs and Wants of Your Family Currently and Prospectively? 147 Have You Evaluated All Current Sources of Income and Potential Changes to These Sources? 159 Are You Fully Utilizing All Benefits Available to You? 168 Conclusion 189 Chapter 11 Debt Management 191 Have You Established Your Philosophy Regarding Using Savings or Credit? 192 Is Your Type of Debt Appropriate Given Your Wealth-Management Objectives? 196 Conclusion 201 Chapter 12 Investment Planning (Accumulation) 203 Have You Developed an Investment Philosophy? 205 Have You Determined the Mechanics for Managing Your Portfolio and the Evaluation of What Success Looks Like? 222 Conclusion 228 Chapter 13 Estate Planning (Distribution) 231 Have You a Philosophy on Wealth Transfer? 232 Have You Articulated Your Charitable Philosophy or Mission Statement? 244 Have You Planned for Incapacitation, Elder Care Issues, and Final Planning Needs? 248 Conclusion 251 Epilogue 253 About the Author 255 Index 257
Synopsis
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., The gold standard for measuring financial progress, updated for todays market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index ., Praise for Implementing the Wealth Management Index "Implementing the Wealth Management Index seems to me to be a great way to tame the challenge of communicating and managing dozens or hundreds of financial issues in a clients life.'As a bonus, you get to look over the shoulder of one of the professions leading thinkers as he evaluates his firms internal management processes and thinks about how to approach virtually every aspect of the financial planning service." Bob Veres, Editor, Inside Information "Ross Levin has always been a thought leader in the financial planning business, and has always been incredibly generous with his insight and wisdom to help other planners and advisors who are trying to grow their businesses. The first edition of The Wealth Management Index was a breakthrough piece of thinking on how to deliver value to individuals and families. This version is a great enhancement to the original text because it incorporates even more practical ideas in an even more complex world. I urge all advisors, whether theyre with independent or employee-owned firms, to get this book, take many notes, and implement the great ideas that Ross is offering up." Mark Tibergien, CEO, Pershing Advisor Solutions, a BNY Mellon company "A towering figure in the financial planning movement, Ross Levin understands that investors goals go far beyond financial success. Implementing the Wealth Management Index updates his seminal work with even more actionable advice on how individuals can make smart money management their means to a more rewarding life." Don Phillips, Managing Director, Morningstar "With consumer trust in the financial advisor community still on the mend, and a legislative and regulatory environment focused on accountability and transparency, a guide that can bend advisors businesses in new, client-centered directions is perhaps more timely and relevant today than ever. Implementing the Wealth Management Index is a compelling and practical model that espouses laser-like focus on client objectives and solutions using a transparent, balanced approach." Sean R. Walters, CAE, CEO/Executive Director, IMCA, Investment ManagementConsultants Association "Ross Levin gives us not merely a revision, but a new vision of how to build a successful practice and help your clients progress toward meaningful goals." Marv Tuttle, CAE, Executive Director/CEO, Financial Planning Association "Ross delivers in spades on his promise of turning concept into practice. I loved the originalissue of The Wealth Management Index and this update is even better. This is a must on the shelfof all practitioners; however, dont just buy the book; read and implement its ideas and watch your business grow." Harold Evensky, President, Evensky & Katz; coauthor of The NewWealth Management "Ross hopes this book is a blessing to the planners that read it. I say its a true blessing to theirclients. This book makes us all better." Marty Kurtz,
LC Classification Number
HG179.5
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- m***m (2293)- Feedback left by buyer.Past 6 monthsVerified purchaseI’m thrilled with my recent purchase . The website was user-friendly, and the product descriptions were accurate. Customer service was prompt and helpful, answering all my questions. My order arrived quickly, well-packaged, and the product exceeded my expectations in quality. I’m impressed with the attention to detail and the overall experience. I’ll definitely shop here again and highly recommend from this seller to others. Thank you for a fantastic experience!
- a***n (43)- Feedback left by buyer.Past 6 monthsVerified purchaseMistakenly ordered a paperback that I thought was a hardcover, not sellers fault; it was described properly on the listing. Seller still processed a refund the day I went to return the item and let me keep the item anyway. A+++ service. Book arrived quickly in great condition and for a great price. Thank you so much! Amazing seller!
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Seller Feedback (512,678)
- m***m (2293)- Feedback left by buyer.Past 6 monthsVerified purchaseI’m thrilled with my recent purchase . The website was user-friendly, and the product descriptions were accurate. Customer service was prompt and helpful, answering all my questions. My order arrived quickly, well-packaged, and the product exceeded my expectations in quality. I’m impressed with the attention to detail and the overall experience. I’ll definitely shop here again and highly recommend from this seller to others. Thank you for a fantastic experience!
- a***n (43)- Feedback left by buyer.Past 6 monthsVerified purchaseMistakenly ordered a paperback that I thought was a hardcover, not sellers fault; it was described properly on the listing. Seller still processed a refund the day I went to return the item and let me keep the item anyway. A+++ service. Book arrived quickly in great condition and for a great price. Thank you so much! Amazing seller!
- n***c (94)- Feedback left by buyer.Past 6 monthsVerified purchaseseller was communicative about my shipment, media mail took a while and tracking wasn't updated frequently, but seller communicated to me very quickly on status. the item came new and wrapped as described, though the packaging in it was packed wasn't sturdy and falling apart when it got to me.