LEADER 04859nam 2200685Ia 450 001 9910876964803321 005 20200520144314.0 010 $a1-282-25335-2 010 $a1-118-53167-1 010 $a9786613814005 010 $a1-118-15978-0 010 $a1-118-15979-9 035 $a(CKB)2550000000054276 035 $a(EBL)818870 035 $a(SSID)ssj0000537824 035 $a(PQKBManifestationID)11965805 035 $a(PQKBTitleCode)TC0000537824 035 $a(PQKBWorkID)10557031 035 $a(PQKB)10884960 035 $a(MiAaPQ)EBC818870 035 $a(OCoLC)759117245 035 $a(CaSebORM)9781118027646 035 $a(OCoLC)786165430 035 $a(OCoLC)ocn786165430 035 $a(EXLCZ)992550000000054276 100 $a20110713d2012 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 10$aImplementing the wealth management index $etools to build your practice and measure client success /$fRoss Levin 205 $a1st edition 210 $aHoboken, NJ $cJ. Wiley and Sons$dc2012 215 $a1 online resource (284 p.) 225 1 $aBloomberg Financial 300 $aDescription based upon print version of record. 311 $a1-118-02764-7 320 $aIncludes bibliographical references and index. 327 $aImplementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success; Contents; 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 327 $aChapter 4: Developing Staff: The Client TeamLeadership 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); Components; Have You Articulated a Life Insurance Philosophy? 327 $aWhat Are Your Concerns Regarding Risks of Large Losses from Medical, Long-Term Care, Property/Casualty, and Personalor Professional Liability Issues?Have You Defined and Protected Your Business Interests?; 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?; Conclusion; Chapter 11: Debt Management 327 $aHave 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? 327 $aHave You Planned For Incapacitation, Elder Care Issues, and Final Planning Needs?Conclusion; Epilogue; About the Author; Index 330 $aThe gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a ""landmark opus,"" this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection 410 0$aBloomberg Financial 606 $aFinancial planners$zUnited States 606 $aFinancial services industry$zUnited States 615 0$aFinancial planners 615 0$aFinancial services industry 676 $a332.6 686 $aBUS036000$2bisacsh 700 $aLevin$b Ross$01753534 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910876964803321 996 $aImplementing the wealth management index$94189428 997 $aUNINA