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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, Hardcover/Ross Levin - Bloomberg Press


Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, Hardcover/Ross Levin
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(31-05-2024)
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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 .
A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients.
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.
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


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