{"product_id":"implementing-index-bloomberg-hardcover","title":"Implementing Index (Bloomberg) - Hardcover","description":"\u003cdiv\u003e\u003cp style=\"text-align: right;\"\u003e\u003ca href=\"https:\/\/reportcopyrightinfringement.com\/\" target=\"_blank\" rel=\"nofollow\"\u003e\u003cb\u003eReport copyright infringement\u003c\/b\u003e\u003c\/a\u003e\u003c\/p\u003e\u003c\/div\u003e\u003cp\u003eby \u003cb\u003eRoss Levin\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003cb\u003eThe gold standard for measuring financial progress, updated for today's market\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eFrom Ross Levin, a trusted financial planner, comes \u003ci\u003eImplementing the Wealth Management Index\u003c\/i\u003e. The new edition of the book \u003ci\u003eInvestment Advisor\u003c\/i\u003e 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.\u003c\/p\u003e \u003cp\u003eThe 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eAsks 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?\u003c\/li\u003e \u003cli\u003eNewly revised and expanded for the first time since 1997\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eEssential guidance from a top man in the game, \u003ci\u003eImplementing the Wealth Management Index\u003c\/i\u003e is the one-stop resource for measuring client financial progress.\u003c\/p\u003e\u003ch3\u003eFront Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eIn 1996, financial planning expert Ross Levinunveiled one of the most important tools of our time for tracking and measuring financial progress: the wealth management index. Now, inImplementing the Wealth Management Index, Levin has updated his revolutionary, and proven, techniques for the twenty-first century and the post-recession world. A benchmark system that uses a series of questions and evaluations to enable financial advisors to score the performance of individual clients, the index is currently used by firms around the world. This book applies it to the following areas: asset protection (preservation); disability and income protection (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a comprehensive look at every aspect of wealth management.\u003c\/p\u003e \u003cp\u003eIncluding how-to information alongside real-life client examples, the book teaches wealth managers and financial advisors how to understand their clients and get them where they want to be. Deceptively simple questions like \"Did you use all reasonable means to reduce your taxes?\" and \"Have you established and funded all the necessary trusts?\" can mean the difference between merely having wealth and maximizing its potential. With this book in hand, advisors can be sure that they are looking at client options from all angles.\u003c\/p\u003e \u003cp\u003eEssential and groundbreaking guidance from an internationally recognized expert in the field, Implementing the Wealth Management Index?is the one-stop resource for measuring client financial progress, and the one book the successful money manager can't afford to be without.\u003c\/p\u003e\u003ch3\u003eBack Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eIN 1996, financial planning expert Ross Levin unveiled one of the most important tools of our time for tracking and measuring financial progress: the wealth management index. Now, in \u003ci\u003eImplementing the Wealth Management Index\u003c\/i\u003e, Levin has updated his revolutionary, and proven, techniques for the twenty-first century and the post-recession world. A benchmark system that uses a series of questions and evaluations to enable financial advisors to score the performance of individual clients, the index is currently used by firms around the world. This book applies it to the following areas: asset protection (preservation); disability and income protection (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a comprehensive look at every aspect of wealth management. \u003c\/p\u003e\u003cp\u003eIncluding how-to information alongside real-life client examples, the book teaches wealth managers and financial advisors how to understand their clients and get them where they want to be. Deceptively simple questions like \"Did you use all reasonable means to reduce your taxes?\" and \"Have you established and funded all the necessary trusts?\" can mean the difference between merely having wealth and maximizing its potential. With this book in hand, advisors can be sure that they are looking at client options from all angles. \u003c\/p\u003e\u003cp\u003eEssential and groundbreaking guidance from an internationally recognized expert in the field, \u003ci\u003eImplementing the Wealth Management Index\u003c\/i\u003e is the one-stop resource for measuring client financial progress, and the one book the successful money manager can't afford to be without.\u003c\/p\u003e\u003ch3\u003eAuthor Biography\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eROSS LEVIN, CFP\u003csup\u003e(R)\u003c\/sup\u003e, \u003c\/b\u003e is the Founding Principal and President of Accredited Investors Inc., and a nationally recognized expert in financial planning. He was named one of the five most influential people in financial planning by \u003ci\u003eFinancial Planning\u003c\/i\u003e magazine and as one of the twenty-five most influential individuals in and around the advisory profession by \u003ci\u003eInvestment Advisor\u003c\/i\u003e magazine. A much sought after speaker on financial matters, Levin has appeared in numerous publications, including the \u003ci\u003eWall Street Journal, Bloomberg Businessweek, Fortune, \u003c\/i\u003e the \u003ci\u003eNew York Times, Newsweek, Barron's, \u003c\/i\u003e and \u003ci\u003eMoney\u003c\/i\u003e magazine, as well as on television and radio shows such as \u003ci\u003eNBC Nightly News, The Oprah Winfrey Show, \u003c\/i\u003e and American Public Media's \u003ci\u003eMarketplace Money\u003c\/i\u003e. Levin was the first recipient of the Financial Planning Association's Heart of Financial Planning Award.\u003c\/p\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 288\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 1.18 x 9.24 x 6.22 IN\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e October 11, 2011\u003c\/div\u003e\n            ","brand":"BooksCloud","offers":[{"title":"Default Title","offer_id":52478769332531,"sku":"9781118027646","price":70.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0300\/5595\/6612\/files\/b1Y4bXIyYWQ5TU5nTDFaa2VtbEgwUT09.webp?v=1759658349","url":"https:\/\/www.vysn.com\/en-ca\/products\/implementing-index-bloomberg-hardcover","provider":"VYSN","version":"1.0","type":"link"}