Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success

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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success

Format:  Hardcover,

266 pages

Publisher: John Wiley & Sons Inc

Publish Date: Oct 2011

ISBN-13: 9781118027646

ISBN-10: 1118027647

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Book Information

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Publisher: John Wiley & Sons Inc
Publish Date: Oct 2011
ISBN-13: 9781118027646
ISBN-10: 1118027647
Format: Hardcover
Number of Pages: 266
Shipping Weight (in pounds): 1.15
Product in Inches (L x W x H): 6.25 x 9.5 x 1.25
Walmart No.: 9781118027646

Chapter outline

Introductionp. xi
Turning a Concept into a Practicep. 01
The Formatp. 02
The Wealth Management Index Overviewp. 03
The Wealth Management Indexp. 04
Conclusionp. 11
Building and Operating a Practicep. 13
What Do You Want to Be When You Grow Up?p. 13
Partnersp. 21
Broader Ownershipp. 23
Conclusionp. 32
Growing Your Businessp. 33
Quantitative Prospect Metricsp. 33
Behavioral Types of Prospectsp. 35
The Prospect Meetingp. 39
Questionsp. 42
Other Questionsp. 46
Next Stepsp. 47
Conclusionp. 49
Developing Staffp. 51
The Client Teamp. 51
Leadership Pipelinep. 52
Conclusionp. 52
Training Staff in Using the Wealth Management Indexp. 65
The New Hire Processp. 65
Conclusionp. 83
The Work Planp. 85
Pre-meetingp. 85
Post-meetingp. 87
Agendap. 92
Conclusionp. 92
Objective Settingp. 95
Asset Protectionp. 95
Disability and Income Protectionp. 98
Debt Managementp. 103
Investment Planningp. 105
Estate Planningp. 107
Conclusionp. 112
Scoring the Wealth Management Indexp. 113
Spreadsheetp. 114
Asset Protection (Preservation)p. 117
Componentsp. 119
Have You Articulated a Life Insurance Philosophy?p. 119
What Are Your Concerns Regarding Risks of Large Losses from Medical, Long-Term Care, Property/Casualty, and Personal or Professional Liability Issues?p. 128
Have You Defined and Protected Your Business Interests?p. 138
Conclusionp. 142
Disability and Income Protection (Protection)p. 145
What Are the Income and Lifestyle Needs and Wants of Your Family Currently and Prospectively?p. 147
Have You Evaluated All Current Sources of Income and Potential Changes to These Sources?p. 159
Are You Fully Utilizing All Benefits Available to You?p. 168
Conclusionp. 189
Debt Managementp. 191
Have You Established Your Philosophy Regarding Using Savings or Credit?p. 192 Is Your
Conclusionp. 201
Investment Planning (Accumulation)p. 203
Have You Developed an Investment Philosophy?p. 205
Have You Determined the Mechanics for Managing Your Portfolio and the Evaluation of What Success Looks Like?p. 222
Conclusionp. 228
Estate Planning (Distribution)p. 231
Have You a Philosophy on Wealth Transfer?p. 232
Have You Articulated Your Charitable Philosophy or Mission Statement?p. 244
Have You Planned For Incapacitation, Elder Care Issues, and Final Planning Needs?p. 248
Conclusionp. 251
Epiloguep. 253
About the Authorp. 255
Indexp. 257

Book description

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.

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