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The Wealth Management Index: The Financial Advisor's System for Assessing &

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Item specifics

Condition
Good: A book that has been read, but is in good condition. Minimal damage to the book cover eg. ...
Book Title
The Wealth Management Index: The Financial Advisor's System for A
Publication Date
1996-09-01
Pages
203
ISBN
9780786310203

About this product

Product Identifiers

Publisher
McGraw-Hill Companies, T.H.E.
ISBN-10
0786310200
ISBN-13
9780786310203
eBay Product ID (ePID)
264685

Product Key Features

Number of Pages
200 Pages
Language
English
Publication Name
Wealth Management Index: the Financial Advisor's System for Assessing and Managing Your Client's Plans and Goals
Subject
Personal Finance / Investing, Industries / Financial Services
Publication Year
1996
Type
Textbook
Subject Area
Business & Economics
Author
Ross Levin
Series
Irwin/Iafp Series in Financial Planning
Format
Hardcover

Dimensions

Item Height
1.1 in
Item Weight
15.2 Oz
Item Length
9.1 in
Item Width
6.2 in

Additional Product Features

Intended Audience
Scholarly & Professional
LCCN
96-003466
TitleLeading
The
Dewey Decimal
332.6
Synopsis
Presents the Wealth Management Index, a tool for financial advisors to quantify their clients' success in financial planning. This book includes: guidelines and strategies to determine clients' needs; discussion of each section of the index; and procedures on how to implement the Wealth Management Index in a financial planning practice., 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 T M, 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; Step-by-step procedures on how to implement The Wealth Management Index TuM in a financial planning practice.
LC Classification Number
HG179.5.L48 1997

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