Contacto
Cómo comprar
Entrega
Guía de compras
Implementing the Wealth Management Index - Tools to Build Your Practice and Measure Client Success
Inglés
122 b
Hasta 30 días para devoluciones
Clientes que también han comprado
/
Calendario
64.59
€
/
Tapa blanda
25.49
€
/
Tapa blanda
37.39
€
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 firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.
Sobre el libro
Inglés
Regale este libro hoy
Es fácil
1 Añadir al carrito y elegir Entregar como regalo en el checkout 2 Le enviaremos un vale 3 El libro llegará a la dirección del destinatarioTambién puede interesarle
/
Tapa blanda
17.19
€
/
Tapa blanda
19.99
€
/
Tapa dura
259.59
€
/
Adobe ePub DRM
66.59
€
/
Tapa dura
216.29
€
