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010 a| 2011029929;

020 a| 9781118027646 (hardback);

020 a| 1118027647 (hardback);

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100 1 a| Levin, Ross.?| UNAUTHORIZED;

245 10 a| Implementing the wealth management indexh| [electronic resource] :b| tools to build your practice and measure client success /c| Ross Levin.;

260 a| Hoboken, N.J. :b| Bloomberg Press,;

300 a| xiii, 266 p. :b| ill. ;c| 24 cm.;

490 1 a| [Financial series];

500 a| The first edition of this book was titled: The wealth management index. Published by McGraw-Hill, Inc. 1996.;

500 a| Series statement from book jacket.;

504 a| Includes bibliographical references and index.;

506 a| Available only to authorized users.;

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"--c| Provided by publisher.;

538 a| Mode of access: World Wide Web;

650 0 a| Financial plannersz| United States.=| ^A450311;

650 0 a| Financial services industryz| United States.=| ^A228468;

655 0 a| Electronic books.=| ^A491897;

700 1 a| Levin, Ross.t| Wealth management index.?| UNAUTHORIZED;

830 0 a| Bloomberg financial series.=| ^A1092991;

856 40 z| Full text available from Ebook Central - Public Library Completeu| https://ebookcentral.proquest.com/lib/eastcarolina/detail.action?docID=818870;

947 a| (OCoLC)ocn719429262;

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Implementing the wealth management index tools to build your practice and measure client success / Ross Levin.

Author/creator	Levin, Ross
Other author	Levin, Ross.
Format	Electronic
Publication Info	Hoboken, N.J. : Bloomberg Press,
Description	xiii, 266 p. : ill. ; 24 cm.
Supplemental Content	Full text available from Ebook Central - Public Library Complete
Subjects	Financial planners--United States. Financial services industry--United States.

Series	[Financial series] Bloomberg financial series. ^A1092991
Abstract	"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"-- Provided by publisher.
General note	The first edition of this book was titled: The wealth management index. Published by McGraw-Hill, Inc. 1996.
General note	Series statement from book jacket.
Bibliography note	Includes bibliographical references and index.
Access restriction	Available only to authorized users.
Technical details	Mode of access: World Wide Web
Genre/form	Electronic books.
LCCN	2011029929
ISBN	9781118027646 (hardback)
ISBN	1118027647 (hardback)

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Implementing the wealth management index tools to build your practice and measure client success / Ross Levin.

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