Implementing the wealth management index: tools to build your practice and measure client success
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Hoboken, N.J.
Bloomberg Press
c2012
|
| Schriftenreihe: | Bloomberg financial series
|
| Schlagworte: | |
| Online-Zugang: | UBG01 Volltext Buchcover |
| Beschreibung: | The first edition of this book was titled: The wealth management index. Published by McGraw-Hill, Inc. 1996. - Series statement from book jacket "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"-- Includes bibliographical references and index |
| Beschreibung: | 1 Online-Ressource (xiii, 266 p.) |
| ISBN: | 9781118531679 1118531671 9781118159798 1118159799 9781118027646 1118027647 |
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| 500 | |a The first edition of this book was titled: The wealth management index. Published by McGraw-Hill, Inc. 1996. - Series statement from book jacket | ||
| 500 | |a "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"-- | ||
| 500 | |a Includes bibliographical references and index | ||
| 505 | 0 | |a Cover; Contents; Title; Copyright; Dedication; 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; Leadership Pipeline; Conclusion | |
| 650 | 4 | |a Financial planners / United States | |
| 650 | 4 | |a Financial services industry / United States | |
| 651 | 4 | |a USA | |
| 700 | 1 | |a Levin, Ross |e Sonstige |4 oth | |
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| author | Levin, Ross |
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| contents | Cover; Contents; Title; Copyright; Dedication; 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; Leadership Pipeline; Conclusion |
| ctrlnum | (OCoLC)759117245 (DE-599)BVBBV041167601 |
| dewey-full | 332.6 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.6 |
| dewey-search | 332.6 |
| dewey-sort | 3332.6 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| format | Electronic eBook |
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| illustrated | Not Illustrated |
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| isbn | 9781118531679 1118531671 9781118159798 1118159799 9781118027646 1118027647 |
| language | English |
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| spelling | Levin, Ross Verfasser aut Implementing the wealth management index tools to build your practice and measure client success Ross Levin Hoboken, N.J. Bloomberg Press c2012 1 Online-Ressource (xiii, 266 p.) txt rdacontent c rdamedia cr rdacarrier Bloomberg financial series The first edition of this book was titled: The wealth management index. Published by McGraw-Hill, Inc. 1996. - Series statement from book jacket "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"-- Includes bibliographical references and index Cover; Contents; Title; Copyright; Dedication; 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; Leadership Pipeline; Conclusion Financial planners / United States Financial services industry / United States USA Levin, Ross Sonstige oth https://onlinelibrary.wiley.com/doi/book/10.1002/9781118531679 Verlag Volltext SWB Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=026142880&sequence=000001&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Buchcover |
| spellingShingle | Levin, Ross Implementing the wealth management index tools to build your practice and measure client success Cover; Contents; Title; Copyright; Dedication; 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; Leadership Pipeline; Conclusion Financial planners / United States Financial services industry / United States |
| title | Implementing the wealth management index tools to build your practice and measure client success |
| title_auth | Implementing the wealth management index tools to build your practice and measure client success |
| title_exact_search | Implementing the wealth management index tools to build your practice and measure client success |
| title_full | Implementing the wealth management index tools to build your practice and measure client success Ross Levin |
| title_fullStr | Implementing the wealth management index tools to build your practice and measure client success Ross Levin |
| title_full_unstemmed | Implementing the wealth management index tools to build your practice and measure client success Ross Levin |
| title_short | Implementing the wealth management index |
| title_sort | implementing the wealth management index tools to build your practice and measure client success |
| title_sub | tools to build your practice and measure client success |
| topic | Financial planners / United States Financial services industry / United States |
| topic_facet | Financial planners / United States Financial services industry / United States USA |
| url | https://onlinelibrary.wiley.com/doi/book/10.1002/9781118531679 http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=026142880&sequence=000001&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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