Implementing the wealth management index : tools to build your practice and measure client success /

"The gold standard for measuring financial progress, updated for today's marketFrom 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 ex...

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Bibliographic Details

Main Author:	Levin, Ross
Format:	eBook
Language:	English
Published:	Hoboken, N.J. : Bloomberg Press, ©2012.
Series:	Bloomberg financial series.
Subjects:	Financial planners > United States. Financial services industry > United States.
Online Access:	Connect to the full text of this electronic book