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Publicado por Bloomberg Press 10/11/2011, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Idioma: Inglés
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Publicado por Bloomberg Press, Princeton, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Idioma: Inglés
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Añadir al carritoHardcover. Condición: new. Hardcover. The 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, 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. The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. Shipping may be from multiple locations in the US or from the UK, depending on stock availability.
Publicado por John Wiley & Sons, Limited, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Idioma: Inglés
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Añadir al carritoCondición: New. The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. Series: Bloomberg Financial. Num Pages: 288 pages, Illustrations. BIC Classification: KFFM. Category: (P) Professional & Vocational. Dimension: 231 x 162 x 25. Weight in Grams: 522. . 2011. 1st Edition. Hardcover. . . . .
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Añadir al carritoCondición: New. The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. Series: Bloomberg Financial. Num Pages: 288 pages, Illustrations. BIC Classification: KFFM. Category: (P) Professional & Vocational. Dimension: 231 x 162 x 25. Weight in Grams: 522. . 2011. 1st Edition. Hardcover. . . . . Books ship from the US and Ireland.
Publicado por Bloomberg Press, Princeton, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Idioma: Inglés
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Añadir al carritoHardcover. Condición: new. Hardcover. The 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, 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. The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability.
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Añadir al carritoHardcover. Condición: Brand New. 1st edition. 288 pages. 9.50x6.25x1.25 inches. In Stock. This item is printed on demand.
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