Implementing the wealth management index tools to build your practice and measure client success
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 vo...
| Autor principal: | |
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, NJ :
J. Wiley and Sons
c2012.
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| Edición: | 1st edition |
| Colección: | Bloomberg Financial
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627984306719 |
| Sumario: | 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 |
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| Notas: | Description based upon print version of record. |
| Descripción Física: | 1 online resource (284 p.) |
| Bibliografía: | Includes bibliographical references and index. |
| ISBN: | 9781282253353 9781118531679 9786613814005 9781118159781 9781118159798 |
