Customer Reviews

The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals

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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.e. investment returns). 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. Mr. 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

Until I read this book, I was struggling to find a repeatable way to benchmark the progress (or lack of) that client's were making towards their financial goals. This book solved my problem and as a financial planner, it may solve yours.