here’s what you’re looking for: anthony glomski and russ alan prince

webinars & special events

thursday, oct. 29: building a $5 million high-net-worth practice, with russ alan prince and anthony glomski

https://cpatrendlines.agassetadvisory.com/masterclass/
guidelines for sourcing and working with the wealthy during the covid-19 crisis and beyond. get the special pro member rate.

with russ alan prince and anthony glomski

thursday, oct. 29, 11 am et

4-hour intensiveworkshop with one-on-one coaching / attendance limited to 10 seats

(sorry, no cpe)

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client service opportunities

building a high-net-worth practice during covid-19

woman and man wearing masks, looking at laptopthe four types of professionals … and which one you need to be.

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

over the last decade with rising markets and the ranks of the wealthy swelling, it has certainly been possible to build a $5 million high-net-worth practice.

more: 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

even with soaring competition, using the very same approach as we are discussing, you could have consistently generated those kinds of revenues or better.

so, what is the difference today? the difference is covid-19.
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client service opportunities

the essential process for building a high-net-worth practice

businessman working netbook outdoors, wearing sunglassesvital to coping with the covid-19 crisis.

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

a lot goes into building a $5 million high-net-worth practice.

more: 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it is a given that you will need wealthy clients. for most accountants, most of these wealthy clients are very likely to be successful business owners. but that is not always the case. you can potentially achieve your financial end goals with wealthy inheritors, for example.

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client service opportunities

what the wealthy need

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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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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setting financial and practice goals during covid-19

businessman pole vaulting toward his goal16 questions to consider.

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: 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

three of the factors that are possibly impinging on your ability to be as successful as you want include:

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client service opportunities

4 components of a high-net-worth practice

businesswoman holding giant dollar symbolhow to apply what you already know.

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

the world has changed in ways we can see and some that we do not yet understand. some of these changes have been in process before the covid-19 crisis, such as greater competition, the use of artificial intelligence, and the immense increase in private wealth.

more: life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

other changes, such as the way people are and will likely continue to interact, are a function of the crisis. for example, video calls and conferences are going to become a bigger part of the way professionals interact with clients and each other.
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life insurance as part of wealth management

businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women presentit’s not glamorous, but it’s important.

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

a percentage of accounting firms have chosen to be compensated by delivering financial products – specifically investment management and life insurance. these firms see wealth management as a way to deliver greater value to clients. there are also solid business reasons for the decision, such as the profitability of wealth management practices, including the potential for consistent revenues.

more: mistresses, mister-esses and accountants | the coming boom in tax services for the super-rich | the seven simple steps to thrive in the covid crisis | the three new business models delivering significant profits for accounting firms |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the best wealth management practices – anywhere – tend to be all about developing a deep understanding of their clients’ goals and concerns. with these insights, wealth managers evaluate how they can use the range of financial strategies and products to help their clients’ achieve their agendas.
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