Implementing the Wealth Management Index: Tools to Build by Ross Levin

By Ross Levin

The highest quality for measuring monetary development, up to date for cutting-edge market

From Ross Levin, a depended on monetary planner, comes Implementing the Wealth administration Index. the hot version of the booklet Investment Advisor referred to as a "landmark opus," this revised and up to date quantity expands upon his mythical Wealth administration Index software. A benchmark approach that, via a sequence of questions and reviews, permits advisors to attain their functionality for person consumers, the instrument is utilized by agencies around the globe. during this new version, the index appears at asset safeguard, incapacity and source of revenue security, debt administration, funding making plans, and property making plans.

The new version provides extra how-to info, in addition to genuine customer examples and case reviews to teach how Levin's enterprise effectively makes use of the index as an everyday strategy.

  • Asks the $64000 questions, like "Did you employ all average capability to lessen your taxes?" and "Have you verified and funded all of the worthy trusts? have you ever made your required presents for this year?
  • Newly revised and elevated for the 1st time on account that 1997

Essential information from a most sensible guy within the video game, Implementing the Wealth administration Index is the one-stop source for measuring shopper monetary development.

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

Example text

We felt that because of its size, this concentrated fund would eventually no longer be able to perform as consistently as it had in the past. But it was only, in some ways by coincidence, after the fund went from the top one percent to the bottom one percent did she see the why behind our hows. Since she somewhat reluctantly sold out of the successful mutual fund, we would have needed to continue to support our Growing Your Business 39 thesis to her until the fund underperformed. If it never did so, we would have continued to have our work cut out for us with other recommendations.

Our planning expertise will help you strike a healthy balance between these resources. • The in-depth level of communication between us will determine our level of success. Wealth management is personal, so we often ask that you share with us some of the many things that you don’t share with anyone but your family. • We believe in integrating the five key areas of wealth management— Asset Protection, Disability and Income Planning, Debt Management, Building and Operating a Practice • • • • 19 Investment Planning, and Estate Planning.

Use testing to determine compatibility and to anticipate problem areas. We use a variety of tests for people coming in at different levels of the firm. These tests are administered by an outside consultant. The primary tests are: a) the Myers-Briggs Type Indicator® which was created by Katherine Briggs and her daughter, Isabel Briggs Myers to sort personalities using four Jungian dichotomies—Introversion/Extroversion, Sensing/Intuition, Thinking/Feeling, Judging/Perceiving; b) The Fundamental Interpersonal Relations Orientation-Behavior™ instrument used to measure how people interact with each other; and c) The CPI 260® which describes individuals the way others see them.

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