Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success -- Contents -- Introduction -- Chapter 1: Turning a Concept into a Practice -- The Format -- The Wealth Management Index Overview -- The Wealth Management Index -- Conclusion -- Chapter 2: Building and Operating a Practice -- What Do You Want to Be When You Grow Up? -- Partners -- Broader Ownership -- Conclusion -- Chapter 3: Growing Your Business -- Quantitative Prospect Metrics -- Behavioral Types of Prospects -- The Prospect Meeting -- Questions -- Other Questions -- Next Steps -- Conclusion -- Chapter 4: Developing Staff: The Client Team -- Leadership Pipeline -- Conclusion -- Chapter 5: Training Staff in Using the Wealth Management Index -- The New Hire Process -- Conclusion -- Chapter 6: The Work Plan -- Pre-meeting -- Post-meeting -- Agenda -- Conclusion -- Chapter 7: Objective Setting -- Asset Protection -- Disability and Income Protection -- Debt Management -- Investment Planning -- Estate Planning -- Conclusion -- Chapter 8: Scoring the Wealth Management Index -- Spreadsheet -- Chapter 9: Asset Protection (Preservation) -- Components -- Have You Articulated a Life Insurance Philosophy? -- What Are Your Concerns Regarding Risks of Large Losses from Medical, Long-Term Care, Property/Casualty, and Personalor Professional Liability Issues? -- Have You Defined and Protected Your Business Interests? -- Conclusion -- Chapter 10: Disability and Income Protection (Protection) -- What Are the Income and Lifestyle Needs and Wants of Your Family Currently and Prospectively? -- Have You Evaluated All Current Sources of Income and Potential Changes to These Sources? -- Are You Fully Utilizing All Benefits Available to You? -- Conclusion -- Chapter 11: Debt Management -- Have You Established Your Philosophy Regarding Using Savings or Credit?.

Is Your Type of Debt Appropriate Given Your Wealth-Management Objectives? -- Conclusion -- Chapter 12: Investment Planning (Accumulation) -- Have You Developed an Investment Philosophy? -- Have You Determined the Mechanics for Managing Your Portfolio and the Evaluation of What Success Looks Like? -- Conclusion -- Chapter 13: Estate Planning (Distribution) -- Have You a Philosophy on Wealth Transfer? -- Have You Articulated Your Charitable Philosophy or Mission Statement? -- Have You Planned For Incapacitation, Elder Care Issues, and Final Planning Needs? -- Conclusion -- Epilogue -- About the Author -- Index.