The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals

by Ross Levin

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 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.

200 pages, Hardcover

First published September 1, 1996

Reviews

[Wesley K. Brown · Rating 3 out of 5]

Ross is a pioneer in the wealth management space. In this book, he explores a methodology for tracking and scoring a client's current position as well as changes over time. He has since kinda moved away from this approach in terms of sharing the actual score with clients and uses it more behind the scenes.