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 marketFrom 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 ex...
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| Format: | eBook |
| Language: | English |
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Hoboken, N.J.
Bloomberg Press
2012
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| Series: | [Financial series]
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| Collection: | O'Reilly - Collection details see MPG.ReNa |
Table of Contents:
- Includes bibliographical references and index
- Cover; Contents; Title; Copyright; Dedication; Chapter 1: Turning a Concept into a Practice; The Format; The Wealth Management Index Overview; The Wealth Management Index; Conclusion; Chapter 2: Building and Operating a Practice; What Do You Want to Be When You Grow Up?; Partners; Broader Ownership; Conclusion; Chapter 3: Growing Your Business; Quantitative Prospect Metrics; Behavioral Types of Prospects; The Prospect Meeting; Questions; Other Questions; Next Steps; Conclusion; Chapter 4: Developing Staff; Leadership Pipeline; Conclusion