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

The average rating for The Wealth Management Index : The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals based on 2 reviews is 3.5 stars.

Review # 1 was written on 2020-09-15 00:00:00 scott bedell Ross is a pioneer in the wealth management space. In this book, he explores a methodology for tracking and scoring a client's current position as well as changes over time. He has since kinda moved away from this approach in terms of sharing the actual score with clients and uses it more behind the scenes.

Review # 2 was written on 2009-11-09 00:00:00 Lisa Monil General guidelines ok General guidelines are good regarding titles but the technology is obviously already outdated. I think it was an overpriced book.