take time to tune your practice goals

businessman pole vaulting toward his goalthree guidelines for setting financial targets.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

the accounting business was changing even before the onset of the covid-19 crisis.

more: nurture referrals from wealthy clients | what your wealthy clients aren’t telling you | here’s where your next $5 million is coming from | four steps to a high-net-worth practice
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three of the factors that are possibly impinging on your ability to be as successful as you want include:

  • significantly increased competition: from more accountants to other professionals encroaching on some of the expertise accountants provide, there is greater competition for the better clients.