جزییات کتاب
Content: Chapter 1 Turning a Concept into a Practice (pages 1–12): Chapter 2 Building and Operating a Practice (pages 13–32): Chapter 3 Growing Your Business (pages 33–49): Chapter 4 Developing Staff: The Client Team (pages 51–63): Chapter 5 Training Staff in Using the Wealth Management Index (pages 65–83): Chapter 6 The Work Plan (pages 85–93): Chapter 7 Objective Setting (pages 95–112): Chapter 8 Scoring the Wealth Management Index (pages 113–115): Chapter 9 Asset Protection (Preservation) (pages 117–143): Chapter 10 Disability and Income Protection (Protection) (pages 145–189): Chapter 11 Debt Management (pages 191–201): Chapter 12 Investment Planning (Accumulation) (pages 203–230): Chapter 13 Estate Planning (Distribution) (pages 231–251):