Implementing the wealth management index : tools to build your practice and measure client success /

• Κύριος συγγραφέας: Levin, Ross
• Μορφή: Ηλ. βιβλίο
• Γλώσσα: English
• Έκδοση: Hoboken, N.J. : Bloomberg Press, [2012]
• Σειρά: Bloomberg financial series.
• Θέματα: Financial planners > United States.; Financial services industry > United States.; BUSINESS & ECONOMICS > Investments & Securities.; BUSINESS & ECONOMICS > Investments & Securities > General.; Financial planners.; Financial services industry.; United States.; Electronic books.

"The gold standard for measuring financial progress, updated for today's marketFrom 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 ex...

Πίνακας περιεχομένων:

• Cover; Contents; Title; Copyright; Dedication; Chapter 1: Turning a Concept into a Practice; The Format; The Wealth Management Index Overview; The Wealth Management Index; Conclusion; Chapter 2: Building and Operating a Practice; What Do You Want to Be When You Grow Up?; Partners; Broader Ownership; Conclusion; Chapter 3: Growing Your Business; Quantitative Prospect Metrics; Behavioral Types of Prospects; The Prospect Meeting; Questions; Other Questions; Next Steps; Conclusion; Chapter 4: Developing Staff; Leadership Pipeline; Conclusion.