{"product_id":"implementing-the-wealth-management-index","title":"Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success","description":"\u003cb\u003eThe gold standard for measuring financial progress, updated for today's market\u003c\/b\u003e  \u003cp\u003eFrom Ross Levin, a trusted financial planner, comes \u003ci\u003eImplementing the Wealth Management Index\u003c\/i\u003e. The new edition of the book \u003ci\u003eInvestment Advisor\u003c\/i\u003e 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.\u003c\/p\u003e \u003cp\u003eThe 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eAsks 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?\u003c\/li\u003e \u003cli\u003eNewly revised and expanded for the first time since 1997\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eEssential guidance from a top man in the game, \u003ci\u003eImplementing the Wealth Management Index\u003c\/i\u003e is the one-stop resource for measuring client financial progress.\u003c\/p\u003e","brand":"None","offers":[{"title":"Hardcover","offer_id":46157406011569,"sku":"9781118027646","price":75.0,"currency_code":"CAD","in_stock":true},{"title":"Kobo eBook","offer_id":46157406044337,"sku":"3a33d5a1-49f4-31cc-acd1-1330b71454e1","price":48.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0655\/8980\/5233\/files\/1_fc74af28-efb6-40d2-9337-ee2ed3c5fc9b.jpg?v=1763341944","url":"https:\/\/www.indigo.ca\/products\/implementing-the-wealth-management-index","provider":"Indigo","version":"1.0","type":"link"}