Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success

Praise for Implementing the Wealth Management Index

"Implementing the Wealth Management Index seems to me to be a great way to tame the challenge of communicating and managing dozens or hundreds of financial issues in a client's life.?As a bonus, you get to look over the shoulder of one of the profession's leading thinkers as he evaluates his firm's internal management processes and thinks about how to approach virtually every aspect of the financial planning service." —Bob Veres, Editor, Inside Information

"Ross Levin has always been a thought leader in the financial planning business, and has always been incredibly generous with his insight and wisdom to help other planners and advisors who are trying to grow their businesses. The first edition of The Wealth Management Index was a breakthrough piece of thinking on how to deliver value to individuals and families. This version is a great enhancement to the original text because it incorporates even more practical ideas in an even more complex world. I urge all advisors, whether they're with independent or employee-owned firms, to get this book, take many notes, and implement the great ideas that Ross is offering up." —Mark Tibergien, CEO, Pershing Advisor Solutions, a BNY Mellon company

"A towering figure in the financial planning movement, Ross Levin understands that investors' goals go far beyond financial success. Implementing the Wealth Management Index updates his seminal work with even more actionable advice on how individuals can make smart money management their means to a more rewarding life." —Don Phillips, Managing Director, Morningstar

"With consumer trust in the financial advisor community still on the mend, and a legislative and regulatory environment focused on accountability and transparency, a guide that can bend advisors' businesses in new, client-centered directions is perhaps more timely and relevant today than ever. Implementing the Wealth Management Index is a compelling and practical model that espouses laser-like focus on client objectives and solutions using a transparent, balanced approach."
—Sean R. Walters, CAE, CEO/Executive Director, IMCA, Investment ManagementConsultants Association

"Ross Levin gives us not merely a revision, but a new vision of how to build a successful practice and help your clients progress toward meaningful goals." —Marv Tuttle, CAE, Executive Director/CEO, Financial Planning Association

"Ross delivers in spades on his promise of turning concept into practice. I loved the originalissue of The Wealth Management Index and this update is even better. This is a must on the shelfof all practitioners; however, don't just buy the book; read and implement its ideas and watch your business grow." —Harold Evensky, President, Evensky &Katz; coauthor of The NewWealth Management

"Ross hopes this book is a blessing to the planners that read it. I say it's a true blessing to theirclients. This book makes us all better." —Marty Kurtz,