remember: when managing high-net-worth clients, it’s all about them, especially in the time of covid-19.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
take a moment to consider:
how hard is it to find and bring on a wealthy client?
what does it take to keep a wealthy client highly satisfied and doing more business with you?
more: the four-step process for client-focused business development | building a high-net-worth practice during covid-19 | the essential process for building a high-net-worth practice | what the wealthy need | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.
it commonly takes a lot to win a wealthy individual or family as a client. it takes a lot of effort to keep the wealthy as clients, let alone do more business with you. not only must you deliver top-quality expertise, but you often need to create a sensational experience. you must build a high level of rapport. yet, a great many accountants are not maximizing their relationships with their wealthy clients.
to read the full article
