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Customers who bought this item also bought. Page 1 of 1 Start over Page 1 of 1. Implementing the Wealth Management Index: Your Clients for Life. See all free Kindle reading apps. I'd like to read this book on Kindle Don't have a Kindle? McGraw-Hill; 1 edition Sept.
Share your thoughts with other customers. Write a customer review. Showing of 1 reviews. Top Reviews Most recent Top Reviews. There was a problem filtering reviews right now. Please try again later. Ross Levin's Wealth Management Index is a paradigm shattering exercise. Almost all investors and many professionals keep their eyes glued to the wrong benchmarks i. As a result, they significantly increase their risk of failing to achieve their goals.
By assisting the reader see the "forest instead of the trees," Mr. Levin provides thoughtful guidance and a detailed process for developing a system of measuring success unique to the needs of the reader. Levin, Certified Financial Planner, has been one of the nations leading financial planners for the last 20 years. He has served on numerous national professional organizations, the last as President and Chair of the International Association for Financial Planning; the world's largest professional financial planning organization.
With this experience, it's not surprising that he has written a book that should be read and reread by anyone serious about the quality of the balance of their life.