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The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals (Itwin/Iafp Series in Financial Planning) - Hardcover
Inhaltsangabe
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.
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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.
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The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
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Hardcover. Zustand: Very Good. No Jacket. Former library book; May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less 0.95. Bestandsnummer des Verkäufers G0786310200I4N10
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The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
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Hardcover. Zustand: Good. No Jacket. Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less 0.95. Bestandsnummer des Verkäufers G0786310200I3N00
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The Wealth Management Index : The Financial Advisor's System for Assessing and Managing Your Client's Plans and Goals
Verlag:
McGraw-Hill Companies, The, 1996
ISBN 10: 0786310200
ISBN 13: 9780786310203
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The Wealth Management Index : The Financial Advisor's System for Assessing and Managing Your Client's Plans and Goals
Verlag:
McGraw-Hill Companies, The, 1996
ISBN 10: 0786310200
ISBN 13: 9780786310203
Gebraucht
Hardcover
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The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
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The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
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The Wealth Management Index: The Financial Advisor's System for Assessing Managing Your Client's Plans Goals
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Hardcover. Zustand: new. Excellent Condition.Excels in customer satisfaction, prompt replies, and quality checks. Bestandsnummer des Verkäufers Scanned0786310200
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The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
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Zustand: good. Fast Free Shipping â" Good condition book with a firm cover and clean, readable pages. Shows normal use, including some light wear or limited notes highlighting, yet remains a dependable copy overall. Supplemental items like CDs or access codes may not be included. Bestandsnummer des Verkäufers GWV.0786310200.G
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The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
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hardcover. Zustand: New. In shrink wrap. Looks like an interesting title! Bestandsnummer des Verkäufers Q-0786310200
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The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
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