LEADER 04886nam 2200685Ia 450 001 9910139600403321 005 20170815153352.0 010 $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(OCoLC)759117245 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(CaSebORM)9781118027646 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$b[electronic resource] $etools to build your practice and measure client success /$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 608 $aElectronic books. 615 0$aFinancial planners 615 0$aFinancial services industry 676 $a332.6 686 $aBUS036000$2bisacsh 700 $aLevin$b Ross$0927756 701 $aLevin$b Ross$0927756 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910139600403321 996 $aImplementing the wealth management index$92084453 997 $aUNINA LEADER 01524nam a2200313 i 4500 001 991001496559707536 005 20020502194859.0 008 000904s|||| it ||| | eng 020 $a8822248236 035 $ab11521326-39ule_inst 035 $aPRUMB62148$9ExL 040 $aDip. SSSC$bita 100 1 $aRossetti, Sergio$0468710 245 10$aRome :$ba bibliography from the invention of printing through 1899 /$cSergio Rossetti 260 $aFirenze :$bL.S. Olschki,$c2000-2004 300 $a4 v. ;$c25 cm 490 0 $aBiblioteca di bibliografia italiana ;$v157 500 $aVol. 1. : The guide books ; Vol. 2. : A - G ; Vol. 3. : H - Z ; Vol. 4. : Indices . 650 4$aRoma$xBibliografia$y1471-1899 907 $a.b11521326$b01-03-17$c01-07-02 912 $a991001496559707536 945 $aLE002 SB 945.362 ROS$cv. 1$g1$i2002000601735$lle002$op$pE40.00$q-$rn$so $t0$u0$v0$w0$x0$y.i14393025$z13-03-07 945 $aLE002 SB 945.362 ROS$cv. 2$g1$i2002000601742$lle002$op$pE74.00$q-$rn$so $t0$u0$v0$w0$x0$y.i14393050$z13-03-07 945 $aLE002 SB 945.362 ROS$cv. 3$g1$i2002000601759$lle002$op$pE70.00$q-$rn$so $t0$u0$v0$w0$x0$y.i14393062$z13-03-07 945 $aLE002 SB 945.362 ROS$cv. 4$g1$i2002000601766$lle002$op$pE35.00$q-$rn$so $t0$u0$v0$w0$x0$y.i14393086$z13-03-07 945 $aLE021 SOC22A1$g1$i2021000043055$lle021$o-$pE0.00$q-$rl$s- $t0$u0$v0$w0$x0$y.i11716915$z01-07-02 996 $aRome$9223995 997 $aUNISALENTO 998 $a(4)le002$ale021$b01-01-00$cm$da $e-$feng$git $h0$i5 LEADER 04834nam 22009733u 450 001 9910958737003321 005 20251116232813.0 010 $a1-283-58999-0 010 $a9786613902443 010 $a0-203-84615-X 010 $a1-136-93230-5 035 $a(CKB)2560000000092858 035 $a(EBL)1020255 035 $a(OCoLC)810082513 035 $a(SSID)ssj0000747435 035 $a(PQKBManifestationID)12386894 035 $a(PQKBTitleCode)TC0000747435 035 $a(PQKBWorkID)10704361 035 $a(PQKB)11770676 035 $a(MiAaPQ)EBC1020255 035 $a(FINmELB)ELB137997 035 $a(EXLCZ)992560000000092858 100 $a20130418d2012|||| u|| | 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt$2rdacontent 182 $cc$2rdamedia 183 $acr$2rdacarrier 200 10$aBeginnings 205 $aSecond edition. 210 $aHoboken $cTaylor and Francis$d2012 210 1$aNew York :$cRoutledge,$d2012. 215 $a1 online resource (436 pages) 300 $aDescription based upon print version of record. 311 08$a0-415-88308-3 320 $aIncludes bibliographical references and index. 327 $aFront Cover; Beginnings; Copyright Page; Contents; Preface to the second edition; Acknowledgments; About the author; 1. Beginnings; 2. Understanding and diagnosis; 3. Mapping; 4. Alliance; 5. Focus; 6. History taking: How much is enough?; 7. Engaging ourselves and the patient in the process; 8. What material is important?; 9. How can we be sure?; 10. Trial interventions and feedback; 11. Four models of underlying developmental disruption; 12. What has gone right? Strengths and resilience; 13. The structural weakness model; 14. The trauma model; 15. The maladaptive character pattern model 327 $a16. The conflicts and splits model17. Helping the patient form an alliance: Mapping paths of trust and repair; 18. Reality testing and reasoning; 19. The maturation of emotional balance; 20. The maturation of relatedness; 21. The maturation of moral sense; 22. Respecting the psychological costs of change; 23. The patient's learning style; 24. The power of expectations: Their influence on focus, modality, and style; 25. Modalities; 26. Priorities and treatment episodes; 27. Am I the right person?; References; Index 330 $aUtilizing a decade's worth of clinical experience gained since its original publication, Mary Jo Peebles builds and expands upon exquisitely demonstrated therapeutic approaches and strategies in this second edition of Beginnings. The essential question remains the same, however: How does a therapist begin psychotherapy? To address this delicate issue, she takes a thoughtful, step-by-step approach to the substance of those crucial first sessions, delineating both processes and potential pitfalls in such topics as establishing a therapeutic alliance, issues of trust, and history taking. 517 3 $aArt and science of planning psychotherapy 606 $aMental illness -- Treatment -- Planning 606 $aPsychiatry -- Case formulation 606 $aPsychotherapy -- Case formulation 606 $aPsychotherapy -- Differential therapeutics 606 $aPsychotherapy$xCase formulation 606 $aPsychiatry$xCase formulation 606 $aPsychotherapy$xDifferential therapeutics 606 $aMental illness$xTreatment$xPlanning 606 $aComprehensive Health Care 606 $aBehavioral Disciplines and Activities 606 $aPatient Care Management 606 $aHealth Services Administration 606 $aDelivery of Health Care 606 $aPatient Care Planning 606 $aPsychotherapy 606 $aPsychiatry$2HILCC 606 $aHealth & Biological Sciences$2HILCC 615 4$aMental illness -- Treatment -- Planning. 615 4$aPsychiatry -- Case formulation. 615 4$aPsychotherapy -- Case formulation. 615 4$aPsychotherapy -- Differential therapeutics. 615 0$aPsychotherapy$xCase formulation. 615 0$aPsychiatry$xCase formulation. 615 0$aPsychotherapy$xDifferential therapeutics. 615 0$aMental illness$xTreatment$xPlanning. 615 2$aComprehensive Health Care. 615 2$aBehavioral Disciplines and Activities. 615 2$aPatient Care Management. 615 2$aHealth Services Administration. 615 2$aDelivery of Health Care. 615 2$aPatient Care Planning. 615 2$aPsychotherapy. 615 7$aPsychiatry 615 7$aHealth & Biological Sciences 676 $a616.89/14 676 $a616.8914 700 $aPeebles$b Mary Jo$01854318 801 0$bAU-PeEL 801 1$bAU-PeEL 801 2$bAU-PeEL 906 $aBOOK 912 $a9910958737003321 996 $aBeginnings$94451435 997 $aUNINA