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NEW BOOK Implementing the Wealth Management Index - Tools to Build Your Practice
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Located in: Melbourne, Australia
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Estimated between Mon, 10 Jun and Thu, 20 Jun to 43230
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eBay item number:305547471103
Item specifics
- Condition
- Brand New: A new, unread, unused book in perfect condition with no missing or damaged pages. See all condition definitionsopens in a new window or tab
- Book Title
- Implementing the Wealth Management Index
- ISBN
- 9781118027646
- Publication Year
- 2011
- Type
- Textbook
- Format
- Hardcover
- Language
- English
- Publication Name
- Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success
- Item Height
- 246mm
- Publisher
- John Wiley & Sons Inc
- Item Width
- 162mm
- Subject
- Finance
- Item Weight
- 488g
- 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
John Wiley & Sons Inc
ISBN-13
9781118027646
eBay Product ID (ePID)
108599653
Product Key Features
Publication Name
Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success
Format
Hardcover
Language
English
Subject
Finance
Publication Year
2011
Type
Textbook
Number of Pages
288 Pages
Dimensions
Item Height
246mm
Item Width
162mm
Item Weight
488g
Additional Product Features
Series Title
Bloomberg Financial
Country/Region of Manufacture
United States
Item description from the seller
Business seller information
Value Added Tax Number:
- AU 24129584569
Seller assumes all responsibility for this listing.
eBay item number:305547471103
Postage and handling
Item location:
Melbourne, Australia
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Asia, Australia, New Zealand, United States
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| Postage and handling | To | Service | Delivery*See Delivery notes |
|---|---|---|---|
| AU $39.95 (approx S$ 35.74) | United States | Australia Post International Standard | Estimated between Mon, 10 Jun and Thu, 20 Jun to 43230 |
| Handling time |
|---|
| Will usually post within 10 business days of receiving cleared payment. |
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Return policy
| After receiving the item, contact seller within |
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| 60 days after the buyer receives it |
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Seller feedback (201,711)
b***- (610)- Feedback left by buyer.
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Great book and great service to get it to me. Many thanks for the speedy and efficient service. Very happy with all aspects of the deal. Recommended to all. Regards, Bruce.
i***h (3059)- Feedback left by buyer.
Past month
Verified purchase
Great Item Great Seller Thanks AAAAAAAAAAAAAAAAA+++++++++++++++++
i***h (3059)- Feedback left by buyer.
Past month
Verified purchase
Great Item Great Seller Thanks AAAAAAAAAAAAA +++++++++++++++++