Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success

Introduction

I wrote The Wealth Management Index when our daughters were two, our business was tiny, and life was fun, but complicated. Now it is 16 years later, our daughters are heading off to college, our business is bigger, and life is fun, but complicated. So while things have changed or shifted in ways that I may not have expected, they are merely different, not better or worse.

I bring this up because I have a few operating principles that have helped guide me over most of my life:

• I feel incredibly grateful for all the people I have met who have shared hours or moments with me because they make my life rich
• I believe that while it is really important to think about what we want, I think it is more important to want what we already have. ...