IN 1996, financial planning expert Ross Levin unveiled one of the most important tools of our time for tracking and measuring financial progress: the wealth management index. Now, in Implementing the Wealth Management Index, Levin has updated his revolutionary, and proven, techniques for the twenty-first century and the post-recession world. A benchmark system that uses a series of questions and evaluations to enable financial advisors to score the performance of individual clients, the index is currently used by firms around the world. This book applies it to the following areas: asset protection (preservation); disability and income protection (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a comprehensive look at every aspect of wealth management.

Including how-to information alongside real-life client examples, the book teaches wealth managers and financial advisors how to understand their clients and get them where they want to be. Deceptively simple questions like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts?" can mean the difference between merely having wealth and maximizing its potential. With this book in hand, advisors can be sure that they are looking at client options from all angles.

Essential and groundbreaking guidance from an internationally recognized expert in the field, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress, and the one book the successful money manager can't afford to be without.