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Implementing the Wealth Management Index
Epilogue imaginable life events. The index has been enduring. When I fi rst wrote the book, our practice wasn't seasoned enough to go through all of these things with clients. Now, in some ways unfortunately and in others gratefully, it is. But throughout the years, clients have wanted to know how they were doing. And for the moment in time when they ask and for each future moment they ask, the index is a way of letting them know.doi:10.1002/9781118531679.epil fatcat:hf4vdicdyjbdfcluqyrm5e6aum