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The Wealth Management Index: The Financial Advisor's System for Assessing &
US $10,12
CircaEUR 8,73
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Oggetto che si trova a: Sparks, Nevada, Stati Uniti
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Numero oggetto eBay:364047171589
Specifiche dell'oggetto
- Condizione
- Book Title
- The Wealth Management Index: The Financial Advisor's System for A
- Publication Date
- 1996-09-01
- Pages
- 203
- ISBN
- 9780786310203
Informazioni su questo prodotto
Product Identifiers
Publisher
McGraw-Hill Companies, T.H.E.
ISBN-10
0786310200
ISBN-13
9780786310203
eBay Product ID (ePID)
264685
Product Key Features
Number of Pages
200 Pages
Language
English
Publication Name
Wealth Management Index: the Financial Advisor's System for Assessing and Managing Your Client's Plans and Goals
Subject
Personal Finance / Investing, Industries / Financial Services
Publication Year
1996
Type
Textbook
Subject Area
Business & Economics
Series
Irwin/Iafp Series in Financial Planning
Format
Hardcover
Dimensions
Item Height
1.1 in
Item Weight
15.2 Oz
Item Length
9.1 in
Item Width
6.2 in
Additional Product Features
Intended Audience
Scholarly & Professional
LCCN
96-003466
TitleLeading
The
Dewey Decimal
332.6
Synopsis
Presents the Wealth Management Index, a tool for financial advisors to quantify their clients' success in financial planning. This book includes: guidelines and strategies to determine clients' needs; discussion of each section of the index; and procedures on how to implement the Wealth Management Index in a financial planning practice., Because wealth management encompasses a variety of disciplines--the management of personal risks, prudent investing, reduction of income taxes, and ensuring appropriate estate distribution--traditional performance measures are misleading and ineffective. In this landmark book, Ross Levin presents the Wealth Management Index T M, an innovative tool for financial advisors to quantify their clients' success in financial planning. The index helps financial advisors establish rational goals with their clients and measure their progress toward achieving goals. Wealth Management Index includes: Guidelines and strategies for determining your clients' unique needs; A detailed discussion of each section of the index--asset protection, disability and income protection, debt management, investment and cash flow planning, and estate distribution; Step-by-step procedures on how to implement The Wealth Management Index TuM in a financial planning practice.
LC Classification Number
HG179.5.L48 1997
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- m***m (2297)- Feedback lasciato dall'acquirente.Ultimi 6 mesiAcquisto verificatoI’m thrilled with my recent purchase . The website was user-friendly, and the product descriptions were accurate. Customer service was prompt and helpful, answering all my questions. My order arrived quickly, well-packaged, and the product exceeded my expectations in quality. I’m impressed with the attention to detail and the overall experience. I’ll definitely shop here again and highly recommend from this seller to others. Thank you for a fantastic experience!
- a***n (43)- Feedback lasciato dall'acquirente.Ultimi 6 mesiAcquisto verificatoMistakenly ordered a paperback that I thought was a hardcover, not sellers fault; it was described properly on the listing. Seller still processed a refund the day I went to return the item and let me keep the item anyway. A+++ service. Book arrived quickly in great condition and for a great price. Thank you so much! Amazing seller!
- n***c (94)- Feedback lasciato dall'acquirente.Ultimi 6 mesiAcquisto verificatoseller was communicative about my shipment, media mail took a while and tracking wasn't updated frequently, but seller communicated to me very quickly on status. the item came new and wrapped as described, though the packaging in it was packed wasn't sturdy and falling apart when it got to me.
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AlibrisBooks
98,6% di Feedback positivi•1,9 milioni oggetti venduti
Registrato come venditore professionale
Feedback sul venditore (513.164)
- m***m (2297)- Feedback lasciato dall'acquirente.Ultimi 6 mesiAcquisto verificatoI’m thrilled with my recent purchase . The website was user-friendly, and the product descriptions were accurate. Customer service was prompt and helpful, answering all my questions. My order arrived quickly, well-packaged, and the product exceeded my expectations in quality. I’m impressed with the attention to detail and the overall experience. I’ll definitely shop here again and highly recommend from this seller to others. Thank you for a fantastic experience!
- a***n (43)- Feedback lasciato dall'acquirente.Ultimi 6 mesiAcquisto verificatoMistakenly ordered a paperback that I thought was a hardcover, not sellers fault; it was described properly on the listing. Seller still processed a refund the day I went to return the item and let me keep the item anyway. A+++ service. Book arrived quickly in great condition and for a great price. Thank you so much! Amazing seller!
- n***c (94)- Feedback lasciato dall'acquirente.Ultimi 6 mesiAcquisto verificatoseller was communicative about my shipment, media mail took a while and tracking wasn't updated frequently, but seller communicated to me very quickly on status. the item came new and wrapped as described, though the packaging in it was packed wasn't sturdy and falling apart when it got to me.