leveraging the relationships you already have. step 1: make a list.
by anthony glomski and russ alan prince
your $5 million high-net-worth practice
the covid-19 crisis has put a lot of financial pressure on many businesses, including many accounting firms. at the same time, a percentage of professionals, such as accountants, lawyers, and wealth managers, are strategically taking action to deal with the economic pressures.
see also: the three new business models delivering significant profits for accounting firms | the 5 meetings of the (true) wealth management process | collaborative wealth management: defining the framework | protect your clients’ assets | even entrepreneurs must diversify | when clients cash out: four smart financial moves |
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the result is that they are doing well as the crisis progresses and are smartly positioned to do exceptionally well as the crisis abates.
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