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

Levin, Ross

 
9780786310203: The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
Couverture rigide
ISBN 10 : 0786310200 ISBN 13 : 9780786310203
Editeur : Irwin Professional Publishing, 1996

Synopsis

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[trademark], 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" includes: 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; and step-by-step procedures on how to implement The Wealth Management Index[trademark] in a financial planning practice.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

Éditeur
Irwin Professional Publishing
Date d'édition
1996
Langue
anglais
ISBN 10 
0786310200
ISBN 13 
9780786310203
Reliure
Relié
Nombre de pages
200
Coordonnées du fabricant
non disponible
Personne responsable
non disponible