Picture 1 of 1
Ross Levin Implementing the Wealth Management Index (Hardback) (UK IMPORT)
Another great item from Rarewaves | Free delivery!
Condition:
Shipping:
Located in: GU14 0GT, United Kingdom
Delivery:
Varies
Returns:
Payments:
Shop with confidence
Seller information
- 98.4% positive feedback
Registered as a Business Seller
Seller assumes all responsibility for this listing.
eBay item number:275952298065
Item specifics
- Condition
- Book Title
- Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success
- Publication Name
- Implementing the Wealth Management Index
- Title
- Implementing the Wealth Management Index
- Subtitle
- Tools to Build Your Practice and Measure Client Success
- Format
- Hardcover
- EAN
- 9781118027646
- ISBN
- 9781118027646
- Publisher
- Wiley & Sons, Incorporated, John
- Genre
- Business & Economics
- Release Year
- 2011
- Release Date
- 25/10/2011
- Language
- English
- Country/Region of Manufacture
- US
- Item Height
- 1.1in
- Item Length
- 9.1in
- Item Width
- 6.3in
- Item Weight
- 18.4 Oz
- Series
- Bloomberg Financial
- Publication Year
- 2011
- Topic
- Finance / Wealth Management, Industries / Financial Services, Investments & Securities / General
- Number of Pages
- 288 Pages
About this product
Product Information
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.
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1118027647
ISBN-13
9781118027646
eBay Product ID (ePID)
109071139
Product Key Features
Book Title
Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success
Format
Hardcover
Language
English
Topic
Finance / Wealth Management, Industries / Financial Services, Investments & Securities / General
Publication Year
2011
Genre
Business & Economics
Number of Pages
288 Pages
Dimensions
Item Length
9.1in
Item Height
1.1in
Item Width
6.3in
Item Weight
18.4 Oz
Additional Product Features
Series Volume Number
144
Lc Classification Number
Hg179.5
Table of Content
Introduction xi Chapter 1 Turning a Concept into a Practice 01 The Format 02 The Wealth Management Index Overview 03 The Wealth Management Index 04 Conclusion 11 Chapter 2 Building and Operating a Practice 13 What Do You Want to Be When You Grow Up? 13 Partners 21 Broader Ownership 23 Conclusion 32 Chapter 3 Growing Your Business 33 Quantitative Prospect Metrics 33 Behavioral Types of Prospects 35 The Prospect Meeting 39 Questions 42 Other Questions 46 Next Steps 47 Conclusion 49 Chapter 4 Developing Staff 51 The Client Team 51 Leadership Pipeline 52 Conclusion 52 Chapter 5 Training Staff in Using the Wealth Management Index 65 The New Hire Process 65 Conclusion 83 Chapter 6 The Work Plan 85 Pre-meeting 85 Post-meeting 87 Agenda 92 Conclusion 92 Chapter 7 Objective Setting 95 Asset Protection 95 Disability and Income Protection 98 Debt Management 103 Investment Planning 105 Estate Planning 107 Conclusion 112 Chapter 8 Scoring the Wealth Management Index 113 Spreadsheet 114 Chapter 9 Asset Protection (Preservation) 117 Components 119 Have You Articulated a Life Insurance Philosophy? 119 What are Your Concerns Regarding Risks of Large Losses from Medical, Long- Term Care, Property/Casualty, and Personal or Professional Liability Issues? 128 Have You Defined and Protected Your Business Interests? 138 Conclusion 142 Chapter 10 Disability and Income Protection (Protection) 145 What are the Income and Lifestyle Needs and Wants of Your Family Currently and Prospectively? 147 Have You Evaluated All Current Sources of Income and Potential Changes to These Sources? 159 Are You Fully Utilizing All Benefits Available to You? 168 Conclusion 189 Chapter 11 Debt Management 191 Have You Established Your Philosophy Regarding Using Savings or Credit? 192 Is Your Type of Debt Appropriate Given Your Wealth-Management Objectives? 196 Conclusion 201 Chapter 12 Investment Planning (Accumulation) 203 Have You Developed an Investment Philosophy? 205 Have You Determined the Mechanics for Managing Your Portfolio and the Evaluation of What Success Looks Like? 222 Conclusion 228 Chapter 13 Estate Planning (Distribution) 231 Have You a Philosophy on Wealth Transfer? 232 Have You Articulated Your Charitable Philosophy or Mission Statement? 244 Have You Planned for Incapacitation, Elder Care Issues, and Final Planning Needs? 248 Conclusion 251 Epilogue 253 About the Author 255 Index 257
Copyright Date
2011
Lccn
2011-029929
Dewey Decimal
332.6
Intended Audience
Trade
Series
Bloomberg Financial Ser.
Dewey Edition
23
Illustrated
Yes
Item description from the seller
Business seller information
Value Added Tax Number:
- GB 864 1548 11
Seller assumes all responsibility for this listing.
eBay item number:275952298065
Shipping and handling
Item does not ship to United States
Item location:
GU14 0GT, United Kingdom
Ships to:
Albania, Algeria, American Samoa, Americas, Andorra, Angola, Anguilla, Antigua and Barbuda, Argentina, Armenia, Aruba, Asia, Azerbaijan Republic, Bahamas, Bahrain, Bangladesh, Barbados, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia and Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei Darussalam, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Cape Verde Islands, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Cook Islands, Costa Rica, Cyprus, Czech Republic, Côte d'Ivoire (Ivory Coast), Democratic Republic of the Congo, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Ethiopia, Europe, Falkland Islands (Islas Malvinas), Fiji, Finland, French Guiana, French Polynesia, Gabon Republic, Gambia, Georgia, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong, Hungary, Iceland, India, Indonesia, Iraq, Israel, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Liechtenstein, Lithuania, Luxembourg, Macau, Macedonia, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Namibia, Nepal, Netherlands Antilles, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Niue, Norway, Oman, Pakistan, Palau, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Republic of Croatia, Republic of the Congo, Reunion, Romania, Rwanda, Saint Helena, Saint Kitts-Nevis, Saint Lucia, Saint Pierre and Miquelon, Saint Vincent and the Grenadines, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, South Africa, South Korea, Sri Lanka, Suriname, Svalbard and Jan Mayen, Swaziland, Sweden, Taiwan, Tajikistan, Tanzania, Thailand, Togo, Tonga, Trinidad and Tobago, Tunisia, Turkey, Turkmenistan, Turks and Caicos Islands, Tuvalu, Uganda, United Arab Emirates, Uruguay, Uzbekistan, Vanuatu, Vatican City State, Venezuela, Vietnam, Virgin Islands (U.S.), Wallis and Futuna, Western Sahara, Western Samoa, Zambia, Zimbabwe
Excludes:
Afghanistan, Australia, Austria, Belarus, France, Germany, Ireland, Italy, Libya, Nauru, Netherlands, Russian Federation, Somalia, Spain, Switzerland, Ukraine, United Kingdom, United States, Yemen
| Handling time |
|---|
| Will usually ship within 7 business days of receiving cleared payment. |
| Taxes |
|---|
| Taxes may be applicable at checkout. Learn moreLearn more about paying tax on eBay purchases |
Sales tax for an item #275952298065
Sales tax for an item #275952298065
Seller collects sales tax for items shipped to the following provinces:
| Province | Sales Tax Rate |
|---|
Return policy
| After receiving the item, contact seller within |
|---|
| 30 days after the buyer receives it |
The buyer is responsible for return shipping costs.
Payment details
Payment methods
Popular categories from this store
Seller feedback (182,713)
u***n (38)- Feedback left by buyer.
Past 6 months
Verified purchase
Product is 95% alike picture but a little more blurry. Controller play well but had a notice from psn that my joypad wasn't authentic and could by problematic🤷♂️ no trouble so far! Shipping was fast but no tracking and worst packaging ever.. like the box came banged up... send a question to seller never had a reply 😅.... Good product overall, excellent price, fast shipping, wrapped only on 4 sides out of 6, no tracking and never reply... 4★ product / 2★ seller ✌️
l***t (120)- Feedback left by buyer.
Past 6 months
Verified purchase
The book is in perfect condition, brand new, and is exactly as described. This item is difficult to find here, and the seller priced it very reasonably. It shipped from the UK to Canada, and unfortunately took a little longer to arrive than the seller hoped, but it was shipped less than 24 hours after I purchased. When I contacted the seller, they were very responsive and helpful. I would not hesitate to purchase from this seller again. Definitely recommend!
s***a (696)- Feedback left by buyer.
Past month
Verified purchase
AAA seller. Item came as described and within the due date. Great communication. Well packed and no damage to the case.
Product ratings and reviews
More to explore:
- Management Textbooks,
- Fiction Books & Fiction Janna Levin,
- Dana Fuller Ross Fiction Fiction & Books,
- Nonfiction Books Fiction & Janna Levin,
- Janna Levin Paperbacks Books Nonfiction,
- Management Textbook Textbooks,
- Fiction Paperback Fiction JoAnn Ross & Books,
- Bibliographies, Indexes Antiquarian & Collectible Books,
- Nonfiction Books Fiction & Index Cards,
- Fiction Paperback Fiction Dana Fuller Ross & Books