Implementing the Wealth Management Index
Tools to Build Your Practice and Measure Client Success
(Sprache: Englisch)
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...
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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. 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
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. 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
Klappentext zu „Implementing the Wealth Management Index “
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.
In 1996, financial planning expert Ross Levinunveiled one of the most important tools of our time for tracking and measuring financial progress: the wealth management index. Now, inImplementing the Wealth Management Index, Levin has updated his revolutionary, and proven, techniques for the twenty-first century and the post-recession world. A benchmark system that uses a series of questions and evaluations to enable financial advisors to score the performance of individual clients, the index is currently used by firms around the world. This book applies it to the following areas: asset protection (preservation); disability and income protection (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a comprehensive look at every aspect of wealth management.
Including how-to information alongside real-life client examples, the book teaches wealth managers and financial advisors how to understand their clients and get them where they want to be. Deceptively simple questions like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts?" can mean the difference between merely having wealth and maximizing its potential. With this book in hand, advisors can be sure that they are looking at client options from all angles.
Essential and groundbreaking guidance from an internationally recognized expert in the field,Implementing the Wealth Management Index?is the one-stop resource for measuring client financial progress, and the one book the successful money manager can't afford to be without.ion (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a comprehensive look at every aspect of wealth management.
Including how-to information alongside real-life client examples, the book teaches wealth managers and financial advisors how to understand their clients and get them where
Including how-to information alongside real-life client examples, the book teaches wealth managers and financial advisors how to understand their clients and get them where they want to be. Deceptively simple questions like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts?" can mean the difference between merely having wealth and maximizing its potential. With this book in hand, advisors can be sure that they are looking at client options from all angles.
Essential and groundbreaking guidance from an internationally recognized expert in the field,Implementing the Wealth Management Index?is the one-stop resource for measuring client financial progress, and the one book the successful money manager can't afford to be without.ion (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a comprehensive look at every aspect of wealth management.
Including how-to information alongside real-life client examples, the book teaches wealth managers and financial advisors how to understand their clients and get them where
Inhaltsverzeichnis zu „Implementing the Wealth Management Index “
- Introduction Chapter 1 Turning a Concept into a Practice The Format The Wealth Management Index Overview The Wealth Management Index Conclusion
Chapter 2 Building and Operating a Practice What Do You Want To Be When You Grow Up?
Partners Broader Ownership Conclusion
Chapter 3 Growing Your Business Quantitative Prospect Metrics Behavioral Types of Prospects The Prospect Meeting Questions Other Questions Next Steps Conclusion
Chapter 4 Developing Staff The Client Team Leadership Pipeline Conclusion
Chapter 5 Training Staff in using the Wealth Management Index The New Hire Process Conclusion
Chapter 6 The Work Plan Pre-meeting Post-meeting Agenda Conclusion
Chapter 7 Objective Setting Asset Protection Disability and Income Protection Debt Management Investment Planning Estate Planning Conclusion
Chapter 8 Scoring the Wealth Management Index Spreadsheet
Chapter 9 Asset Protection (Preservation) - 25% Components Conclusion
Chapter 10 Disability and Income Protection (protection) What are the income and lifestyle needs and wants of your family currently and prospectively?
Have you evaluated all current sources of income and potential changes to these sources?
Are you fully utilizing all benefits available to you?
Are you proactively engaged in tax planning for you and your dependants?
Conclusion
Chapter 11 Debt Management Have you established your philosophy regarding using savings or credit?
Is your type of debt appropriate given your wealth management objectives?
Conclusion
Chapter 12 Investment Planning (Accumulation) Have you developed an investment philosophy?
Have you determined the mechanics for managing your portfolio and the evaluation of what success looks like?
Conclusion
Chapter 13 Estate Planning (Distribution) Have you a philosophy on wealth transfer?
Have you articulated your charitable philosophy or mission statement?
Have you planned for incapacitation, elder care
... mehr
issues, and final planning needs?
- Conclusion
- Epilogue
- About the Author(s)
- Index
Are you proactively engaged in tax planning for you and your dependants?
Conclusion
Chapter 11 Debt Management Have you established your philosophy regarding using savings or credit?
Is your type of debt appropriate given your wealth management objectives?
Conclusion
Chapter 12 Investment Planning (Accumulation) Have you developed an investment philosophy?
Have you determined the mechanics for managing your portfolio and the evaluation of what success looks like?
- Conclusion
- Epilogue
- About the Author(s)
- Index
Are you proactively engaged in tax planning for you and your dependants?
Conclusion
Chapter 11 Debt Management Have you established your philosophy regarding using savings or credit?
Is your type of debt appropriate given your wealth management objectives?
Conclusion
Chapter 12 Investment Planning (Accumulation) Have you developed an investment philosophy?
Have you determined the mechanics for managing your portfolio and the evaluation of what success looks like?
... weniger
Autoren-Porträt von Ross Levin
Ross Levin, CFP(r), is the Founding Principal and President of Accredited Investors Inc., and a nationally recognized expert in financial planning. He was named one of the five most influential people in financial planning by Financial Planning magazine and as one of the twenty-five most influential individuals in and around the advisory profession by Investment Advisor magazine. A much sought after speaker on financial matters, Levin has appeared in numerous publications, including the Wall Street Journal, Bloomberg Businessweek, Fortune, the New York Times, Newsweek, Barron's, and Money magazine, as well as on television and radio shows such as NBC Nightly News, The Oprah Winfrey Show, and American Public Media's Marketplace Money. Levin was the first recipient of the Financial Planning Association's Heart of Financial Planning Award.
Bibliographische Angaben
- Autor: Ross Levin
- 2011, 1. Auflage, 288 Seiten, Maße: 15,7 x 23,5 cm, Gebunden, Englisch
- Verlag: Wiley & Sons
- ISBN-10: 1118027647
- ISBN-13: 9781118027646
- Erscheinungsdatum: 18.11.2011
Sprache:
Englisch
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