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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success
By Ross Levin
eBook
$38.00
By Ross Levin
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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 f...