The Wealth Management Index
Download The Wealth Management Index full books in PDF, epub, and Kindle. Read online free The Wealth Management Index ebook anywhere anytime directly on your device. Fast Download speed and no annoying ads. We cannot guarantee that every ebooks is available!
The Wealth Management Index
Author | : Ross Levin |
Publisher | : McGraw-Hill Companies |
Total Pages | : 224 |
Release | : 1997 |
Genre | : Business & Economics |
ISBN | : |
Download The Wealth Management Index Book in PDF, Epub and Kindle
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.
The Wealth Management Index Related Books
Pages: 224
Pages: 294
Pages: 286
Pages: 480
Pages: 480