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

"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...

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Détails bibliographiques
Cote:Libro Electrónico
Auteur principal: Levin, Ross
Format: Électronique eBook
Langue:Inglés
Publié: Hoboken, N.J. : Bloomberg Press, ©2012.
Collection:Bloomberg financial series.
Sujets:
Financial planners > United States.
Financial services industry > United States.
Planificateurs financiers > États-Unis.
Services financiers > États-Unis.
BUSINESS & ECONOMICS > Investments & Securities.
BUSINESS & ECONOMICS > Investments & Securities > General.
Financial planners.
Financial services industry.
United States.
Accès en ligne:Texto completo (Requiere registro previo con correo institucional)
Table des matières:
  • 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.

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