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 ...
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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.
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Add this copy of The Wealth Management Index: the Financial Advisor's to cart. $19.47, good condition, Sold by ThriftBooks-Reno rated 5.0 out of 5 stars, ships from Reno, NV, UNITED STATES, published 1996 by McGraw-Hill Companies.
Add this copy of The Wealth Management Index: the Financial Advisor's to cart. $20.41, good condition, Sold by Wonder Book - Member ABAA/ILAB rated 5.0 out of 5 stars, ships from Frederick, MD, UNITED STATES, published 1996 by McGraw-Hill Companies.
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Seller's Description:
Good. Good condition. Good dust jacket. A copy that has been read but remains intact. May contain markings such as bookplates, stamps, limited notes and highlighting, or a few light stains.
Add this copy of The Wealth Management Index: the Financial Advisor's to cart. $22.51, good condition, Sold by BooksRun rated 4.0 out of 5 stars, ships from Philadelphia, PA, UNITED STATES, published 1996 by McGraw-Hill.
Add this copy of The Wealth Management Index: the Financial Advisor's to cart. $23.45, good condition, Sold by Goodwill of Silicon Valley rated 5.0 out of 5 stars, ships from San Jose, CA, UNITED STATES, published 1996 by McGraw-Hill.
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Seller's Description:
Supports Goodwill of Silicon Valley job training programs. The cover and pages are in Good condition! Any other included accessories are also in Good condition showing use. Use can included some highlighting and writing page and cover creases as well as other types visible wear.
Add this copy of The Wealth Management Index: the Financial Advisor's to cart. $54.52, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 1996 by McGraw-Hill.
Add this copy of The Wealth Management Index: the Financial Advisor's to cart. $69.57, new condition, Sold by Orange World rated 4.0 out of 5 stars, ships from mundelein, IL, UNITED STATES, published 1996 by McGraw-Hill.
Add this copy of The Wealth Management Index: the Financial Advisor's to cart. $77.20, new condition, Sold by GridFreed rated 5.0 out of 5 stars, ships from North Las Vegas, NV, UNITED STATES, published 1996 by McGraw-Hill.
Add this copy of The Wealth Management Index: the Financial Advisor's to cart. $80.02, like new condition, Sold by Sci Fi, etc. rated 4.0 out of 5 stars, ships from Knoxville, TN, UNITED STATES, published 1996 by McGraw-Hill.
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Seller's Description:
Fine in Near Fine jacket. Size: 6x0x9; The book is like new. The dust jacket has very light wer and rubbing. McGraw-Hill, 1996. Hardcover First Edition, Fourth Printing. The book condition is Fine. The dust jacket condition is Near Fine.
