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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. |
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"Pompian is handing you the magic book, the one that reveals your behavioral flaws and shows you how to avoid them. The tricks to success are here. Read and do not stop until you are one of very few magicians." |
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The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive empirical research and the authors’ combined decades of experience in the financial services industry; the book presents a comprehensive set of proven business-building strategies. |
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Most estate planning courses are centered around the estate tax. In the face of the uncertain future of the estate tax, it has become increasingly difficult for teachers to focus class concentration on planning strategies. Moreover, the slated increases in the estate tax exemption are making conventional approaches to estate planning less relevant to increasing numbers of Americans. Nonetheless, most individuals and families of moderate to substantial wealth will still have considerable interest in a variety of wealth-related issues. |
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""Pompian is handing you the magic book, the one that reveals your behavioral flaws and shows you how to avoid them. The tricks to success are here. Read and do not stop until you are one of very few magicians."" Arnold S. Wood, President and Chief Executive Officer, Martingale Asset Management Fear and greed drive markets, as well as good and bad investment decision-making. |
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- Audience: Investment advisers, wealth managers, private bankers, trust officers, insurance advisers, accountants, trust and estate attorneys, high-net-worth individuals- The first book on a rapidly expanding market- PPLI is a "triple play" for wealthy investors, offering wealth creation, tax efficiency, and asset protection. |
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