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Implementing Wealth Management Index by Levin Ross (24 results)
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hardcover. Condition: Good. Connecting readers with great books since 1972! Used textbooks may not include companion materials such as access codes, etc. May have some wear or writing/highlighting. We ship orders daily and Customer Service is our top priority!
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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success (Hardback or Cased Book)
Published by Bloomberg Press 10/11/2011, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Language: English
Hardback or Cased Book. Condition: New. Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success. Book.
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Condition: As New. Unread book in perfect condition.
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Implementing the Wealth Management Index (Hardcover)
Published by Bloomberg Press, Princeton, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Language: English
First Edition
Hardcover. Condition: new. Hardcover. 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. 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. Shipping may be from multiple locations in the US or from the UK, depending on stock availability.
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Implementing the Wealth Management Index Tools to Build Your Practice and Measure Client Success
Published by John Wiley & Sons, Limited, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Language: English
Condition: Brand New.
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US$ 28.00
US$ 39.98 shipping
Ships from United Kingdom to U.S.A.Quantity: 1 available
Add to basket -
Condition: New. pp. xiii + 266 Illus.
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Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success
Seller: GreatBookPricesUK, Woodford Green, United Kingdom
Seller rating 5 out of 5 stars
US$ 55.53
US$ 19.99 shipping
Ships from United Kingdom to U.S.A.Quantity: Over 20 available
Add to basketCondition: New.
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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success
Published by John Wiley & Sons Inc, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Language: English
Seller: THE SAINT BOOKSTORE, Southport, United Kingdom
Seller rating 5 out of 5 stars
US$ 55.54
US$ 21.74 shipping
Ships from United Kingdom to U.S.A.Quantity: Over 20 available
Add to basketHardback. Condition: New. New copy - Usually dispatched within 4 working days. 556.
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Condition: New. pp. xiii + 266 Index.
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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success
Seller: Kennys Bookshop and Art Galleries Ltd., Galway, GY, Ireland
Seller rating 5 out of 5 stars
First Edition
Condition: New. 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. Series: Bloomberg Financial. Num Pages: 288 pages, Illustrations. BIC Classification: KFFM. Category: (P) Professional & Vocational. Dimension: 231 x 162 x 25. Weight in Grams: 522. . 2011. 1st Edition. Hardcover. . . . .
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Implementing the Wealth Management Index : Tools to Build Your Practice and Measure Client Success
Seller: GreatBookPricesUK, Woodford Green, United Kingdom
Seller rating 5 out of 5 stars
US$ 61.21
US$ 19.99 shipping
Ships from United Kingdom to U.S.A.Quantity: Over 20 available
Add to basketCondition: As New. Unread book in perfect condition.
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US$ 72.04
US$ 13.33 shipping
Ships from United Kingdom to U.S.A.Quantity: 2 available
Add to basketHardcover. Condition: Brand New. 1st edition. 288 pages. 9.50x6.25x1.25 inches. In Stock.
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Condition: New. 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. Series: Bloomberg Financial. Num Pages: 288 pages, Illustrations. BIC Classification: KFFM. Category: (P) Professional & Vocational. Dimension: 231 x 162 x 25. Weight in Grams: 522. . 2011. 1st Edition. Hardcover. . . . . Books ship from the US and Ireland.
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Condition: New. Index.
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Implementing the Wealth Management Index (Hardcover)
Published by Bloomberg Press, Princeton, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Language: English
First Edition
Hardcover. Condition: new. Hardcover. 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. 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. Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability.
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US$ 63.85
US$ 13.33 shipping
Ships from United Kingdom to U.S.A.Quantity: 2 available
Add to basketHardcover. Condition: Brand New. 1st edition. 288 pages. 9.50x6.25x1.25 inches. In Stock. This item is printed on demand.
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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success
Published by John Wiley & Sons Inc, 2011
ISBN 10: 1118027647 ISBN 13: 9781118027646
Language: English
Seller: THE SAINT BOOKSTORE, Southport, United Kingdom
Seller rating 5 out of 5 stars
US$ 65.26
US$ 21.74 shipping
Ships from United Kingdom to U.S.A.Quantity: Over 20 available
Add to basketHardback. Condition: New. This item is printed on demand. New copy - Usually dispatched within 5-9 working days 556.
