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.
Ross Levin, CFP®
Ross Levin is the Founding Principal and President of Accredited Investors Inc. His book, The Wealth Management Index, published by McGraw-Hill/Irwin, provides a framework for advisors to assess and manage their clients' plans and goals. A revised and updated volume, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Mr. Levin's legendary Wealth Management Index™ tool. His third book, Spend Your Life Wisely™: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Mr. Levin launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Journal of Financial Planning and the Star Tribune and a sought after speaker on financial matters.
Mr. Levin is a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Denver, Colorado. He received a BSB from the University of Minnesota, and is a nationally recognized expert in wealth management, appearing in numerous publications, including: The Wall Street Journal, Business Week, Fortune, The New York Times, Newsweek, Barron's, Money Magazine, as well as on television and radio shows nationally, such as NBC Nightly News, Oprah, CBS This Morning, and American Public Media's Marketplace Money. He was named one of the top financial planners nationally by Barron's, Money Magazine, Worth Magazine, Mutual Funds Magazine, and Medical Economics. He has been featured in numerous books. He was named by Financial Planning magazine as one of the five most influential people in financial planning and received their first lifetime achievement award. Investment Advisor magazine named him one of the thirty most influential individuals in and around the advisory profession over the last thirty years. He was the first recipient of the Financial Planning Association's Heart of Financial Planning Award.
Mr. Levin served as Chairman of the International Association for Financial Planning, which is now the FPA, an organization of over 28,000 financial service professionals. He also has served on the Board of Governors for the CFP® Board of Standards in Denver, Colorado.
He lives in Minneapolis with his wife and twin daughters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
