Implementing the Wealth Management Index(1st Edition) Tools to Build Your Practice and Measure Client Success (Bloomberg Financial) by RossLevin Hardcover, 288 Pages, Published 2011 by Bloomberg Press ISBN-13: 978-1-118-02764-6, ISBN: 1-118-02764-7
"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 ..."
The Wealth Management Index(1st Edition) The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals by RossLevin Hardcover, 200 Pages, Published 1996 by Mcgraw-Hill ISBN-13: 978-0-7863-1020-3, ISBN: 0-7863-1020-0
"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 T M, an innovative tool for financial advisors to quantify their clients' success in financial planning. The index ..."
Spend Your Life Wisely(1st Edition) The Deeper Meaning of Money by RossLevin Paperback, 184 Pages, Published 2010 by Surnia Publishing ISBN-13: 978-1-4507-0702-2, ISBN: 1-4507-0702-5
"In this candid collection of 25 essays, Certified Financial PlannerTM Ross Levin shares his humorous and thoughtful approach to life and money. He lays out his own family and work experiences and, in the process, outlines an informal plan for personal fulfillment. If you're wondering how to spend your life (not just your money, but your time and passion, too) wisely, this book is for you.
Ross Levin has appeared in many publications, i ..."
Deena Katz on Practice Management(1st Edition) For Financial Advisers, Planners, and Wealth Managers by Deena B. Katz, RossLevin Hardcover, 308 Pages, Published 1999 by Bloomberg Press ISBN-13: 978-1-57660-070-2, ISBN: 1-57660-070-X
"Deena Katz, one of America's most sought after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on 20 years' experience, Katz explains the essential nuts and bolts for surviving and thriving as a financial planner. She shows planners how to develop a client-centered marketing approach and how to expand their business at a comfortable, manageable pace."
Bloomberg Financial Ser. Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success by RossLevin Gedruckter Zugangscode, Published 2012 by John Wiley & Sons ISBN-13: 978-1-118-53167-9, ISBN: 1-118-53167-1
Bloomberg Financial Ser. Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success by RossLevin Published 2011 ISBN-13: 978-1-118-16022-0, ISBN: 1-118-16022-3
Bloomberg Financial Ser. Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success by RossLevin 288 Pages, Published 2011 by John Wiley & Sons ISBN-13: 978-1-118-15979-8, ISBN: 1-118-15979-9
"This is a must on the shelfof all practitioners; however, don't just buy the book; read and implement its ideas and watch your business grow." —Harold Evensky, President, Evensky & Katz; coauthor of The NewWealth Management "Ross hopes ..."
Bloomberg Financial Ser. Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success by RossLevin 288 Pages, Published 2011 by John Wiley & Sons ISBN-13: 978-1-118-15978-1, ISBN: 1-118-15978-0
"4. Gitman, Lawrence J., and Michael D. Joehnk. Personal Financial Planning.
Ohio: Thompson Higher Education. 2008. Daily, Glenn S. Glenndaily.com
Information Services, Inc. 2002. 6. Munnell, Alicia H., and Josh Hurwitz. What is '
Class'? and Will it Work? Center for Retirement Research at Boston College.
Number 11–3. February, 2011. 7. ... Tools and Techniques of Estate Planning—
14th Edition. Cincinnati: The National Underwriter Com ..."
Financial Ser. Implementing the Wealth Management Index by RossLevin Published 2011 ISBN-13: 978-1-282-25335-3, ISBN: 1-282-25335-2
Urban Politics(8th Edition) Cities and Suburbs in a Global Age by Bernard H. Ross , Myron A. Levine Paperback, 356 Pages, Published 2011 by Routledge ISBN-13: 978-0-7656-2774-2, ISBN: 0-7656-2774-4