and 4 qualities they often have.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
by design, the clientele of an accounting firm’s high-net-worth practice is the wealthy, defined as having a net worth of $10 million or more.
join glomski and prince for “how to build a pipeline of new high-value clients” oct. 6, 1 pm et. get the details here
more on building a high-net-worth practice: setting financial and practice goals during covid-19 | 4 components of a high-net-worth practice | life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-rich
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we know that with clients at this level of net worth, you can indeed build a $5 million high-net-worth practice.
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