{"id":118455,"date":"2023-10-23t11:56:13","date_gmt":"2023-10-23t15:56:13","guid":{"rendered":"\/\/www.g005e.com\/?p=118455"},"modified":"2023-11-29t10:50:44","modified_gmt":"2023-11-29t15:50:44","slug":"the-collaborative-wealth-management-process-outlined","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/23\/the-collaborative-wealth-management-process-outlined\/","title":{"rendered":"your entrepreneurs need advice, but which kind?"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-118459\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714.jpeg\" alt=\"two women looking at laptop\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-1536x1024.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-600x400.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>the collaborative wealth management process outlined.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>the financial services industry has failed some of your clients who are entrepreneurs. a big gap can exist between what they pay (and the services delivered) versus what they need.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/16\/three-ways-to-work-together-on-wealth\/\">three ways to work together on wealth<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/09\/target-the-family-ceo\/\">target the family ceo<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/02\/how-to-implement-collaborative-wealth-management\/\">how to implement collaborative wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/25\/five-challenges-of-liquidating-a-business\/\">five challenges of liquidating a business<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/10\/23\/the-collaborative-wealth-management-process-outlined\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>we can agree that your clients will usually need an investment management solution. but how can you help your client sort through the different advice options to get them aligned with the right professional?\u00a0 how can you determine who is the right fit for your practice to develop a working relationship? the diagram below is the hierarchy of advice available:<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/10\/23\/the-collaborative-wealth-management-process-outlined\/#more-118455\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f23%2fthe-collaborative-wealth-management-process-outlined%2f&amp;t=your+entrepreneurs+need+advice%2c+but+which+kind%3f'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f23%2fthe-collaborative-wealth-management-process-outlined%2f&amp;title=your+entrepreneurs+need+advice%2c+but+which+kind%3f&amp;summary=%0d%0a%0d%0athe+collaborative+wealth+management+process+outlined.%0d%0a%0d%0aby+anthony+glomski%0d%0a%0d%0athe+financial+services+industry+has+failed+some+of+your+clients+who+are+entrepreneurs.+a+big+gap+can+exist+between+what+they+pay+%28and+the+services+delivered%29+versus+what+they+need.%0d%0amore%3a+three+ways+to+work+together+on+wealth+%7c+target+th'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f23%2fthe-collaborative-wealth-management-process-outlined%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20your%20entrepreneurs%20need%20advice,%20but%20which%20kind?&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/10\/23\/the-collaborative-wealth-management-process-outlined\/\" title=\"email this: your entrepreneurs need advice, but which kind? \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-118459\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714.jpeg\" alt=\"two women looking at laptop\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-1536x1024.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/twowomenlookingatlaptop_adobestock_600162714-600x400.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>the collaborative wealth management process outlined.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>the financial services industry has failed some of your clients who are entrepreneurs. a big gap can exist between what they pay (and the services delivered) versus what they need.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/16\/three-ways-to-work-together-on-wealth\/\">three ways to work together on wealth<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/09\/target-the-family-ceo\/\">target the family ceo<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/02\/how-to-implement-collaborative-wealth-management\/\">how to implement collaborative wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/25\/five-challenges-of-liquidating-a-business\/\">five challenges of liquidating a business<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/10\/23\/the-collaborative-wealth-management-process-outlined\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>we can agree that your clients will usually need an investment management solution. but how can you help your client sort through the different advice options to get them aligned with the right professional?\u00a0 how can you determine who is the right fit for your practice to develop a working relationship? the diagram below is the hierarchy of advice available:<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/10\/23\/the-collaborative-wealth-management-process-outlined\/#more-118455\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f23%2fthe-collaborative-wealth-management-process-outlined%2f&amp;t=your+entrepreneurs+need+advice%2c+but+which+kind%3f'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f23%2fthe-collaborative-wealth-management-process-outlined%2f&amp;title=your+entrepreneurs+need+advice%2c+but+which+kind%3f&amp;summary=%0d%0a%0d%0athe+collaborative+wealth+management+process+outlined.%0d%0a%0d%0aby+anthony+glomski%0d%0a%0d%0athe+financial+services+industry+has+failed+some+of+your+clients+who+are+entrepreneurs.+a+big+gap+can+exist+between+what+they+pay+%28and+the+services+delivered%29+versus+what+they+need.%0d%0amore%3a+three+ways+to+work+together+on+wealth+%7c+target+th'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f23%2fthe-collaborative-wealth-management-process-outlined%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20your%20entrepreneurs%20need%20advice,%20but%20which%20kind?&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/10\/23\/the-collaborative-wealth-management-process-outlined\/\" title=\"email this: your entrepreneurs need advice, but which kind? 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