{"id":112298,"date":"2023-06-05t11:55:33","date_gmt":"2023-06-05t15:55:33","guid":{"rendered":"\/\/www.g005e.com\/?p=112298"},"modified":"2023-07-25t23:02:39","modified_gmt":"2023-07-26t03:02:39","slug":"nurture-referrals-from-wealthy-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/06\/05\/nurture-referrals-from-wealthy-clients\/","title":{"rendered":"nurture referrals from wealthy clients"},"content":{"rendered":"<p><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-80023\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg\" sizes=\"(max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-300x200.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-600x401.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg 713w\" alt=\"female executive greeting couple\" width=\"424\" height=\"283\" \/><\/a><strong>six steps to maximizing opportunities.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\" target=\"_blank\" rel=\"noopener\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>as part of the discovery process, you are ascertaining who your wealthy clients can refer to you. in empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. they also say that this happens because they do an excellent job for their clients.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/29\/what-your-wealthy-clients-arent-telling-you\/\">what your wealthy clients aren\u2019t telling you<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/22\/heres-where-your-next-5-million-is-coming-from\/\">here\u2019s where your next $5 million is coming from<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/15\/four-steps-to-a-high-net-worth-practice\/\">four steps to a high-net-worth practice<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/08\/three-ways-the-wealthy-use-life-insurance\/\">three ways the wealthy use life insurance<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/01\/help-clients-avoid-fallout-from-personal-complications\/\">help clients avoid fallout from personal complications<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/24\/why-tax-planning-matters-so-much-to-the-wealthy\/\">why tax planning matters so much to the wealthy<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/06\/05\/nurture-referrals-from-wealthy-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/06\/05\/nurture-referrals-from-wealthy-clients\/#more-112298\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f06%2f05%2fnurture-referrals-from-wealthy-clients%2f&amp;t=nurture+referrals+from+wealthy+clients'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f06%2f05%2fnurture-referrals-from-wealthy-clients%2f&amp;title=nurture+referrals+from+wealthy+clients&amp;summary=six+steps+to+maximizing+opportunities.%0d%0a%0d%0aby+anthony+glomski+and+russ+alan+prince%0d%0ayour+%245-million+high-net-worth+practice%0d%0a%0d%0aas+part+of+the+discovery+process%2c+you+are+ascertaining+who+your+wealthy+clients+can+refer+to+you.+in+empirical+study+after+study%2c+accountants+%28as+well+as+other+professionals%29+say+that+they+get+m'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f06%2f05%2fnurture-referrals-from-wealthy-clients%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20nurture%20referrals%20from%20wealthy%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/06\/05\/nurture-referrals-from-wealthy-clients\/\" title=\"email this: nurture referrals from wealthy clients \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-80023\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg\" sizes=\"(max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-300x200.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-600x401.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg 713w\" alt=\"female executive greeting couple\" width=\"424\" height=\"283\" \/><\/a><strong>six steps to maximizing opportunities.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\" target=\"_blank\" rel=\"noopener\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>as part of the discovery process, you are ascertaining who your wealthy clients can refer to you. in empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. they also say that this happens because they do an excellent job for their clients.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/29\/what-your-wealthy-clients-arent-telling-you\/\">what your wealthy clients aren\u2019t telling you<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/22\/heres-where-your-next-5-million-is-coming-from\/\">here\u2019s where your next $5 million is coming from<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/15\/four-steps-to-a-high-net-worth-practice\/\">four steps to a high-net-worth practice<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/08\/three-ways-the-wealthy-use-life-insurance\/\">three ways the wealthy use life insurance<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/01\/help-clients-avoid-fallout-from-personal-complications\/\">help clients avoid fallout from personal complications<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/24\/why-tax-planning-matters-so-much-to-the-wealthy\/\">why tax planning matters so much to the wealthy<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/06\/05\/nurture-referrals-from-wealthy-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/06\/05\/nurture-referrals-from-wealthy-clients\/#more-112298\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f06%2f05%2fnurture-referrals-from-wealthy-clients%2f&amp;t=nurture+referrals+from+wealthy+clients'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f06%2f05%2fnurture-referrals-from-wealthy-clients%2f&amp;title=nurture+referrals+from+wealthy+clients&amp;summary=six+steps+to+maximizing+opportunities.%0d%0a%0d%0aby+anthony+glomski+and+russ+alan+prince%0d%0ayour+%245-million+high-net-worth+practice%0d%0a%0d%0aas+part+of+the+discovery+process%2c+you+are+ascertaining+who+your+wealthy+clients+can+refer+to+you.+in+empirical+study+after+study%2c+accountants+%28as+well+as+other+professionals%29+say+that+they+get+m'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on 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href=\"mailto:?subject=cpa%20trendlines%20:%20nurture%20referrals%20from%20wealthy%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/06\/05\/nurture-referrals-from-wealthy-clients\/\" title=\"email this: nurture referrals from wealthy clients \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3562,"featured_media":83153,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,1363,3120,3002,3139],"tags":[],"class_list":["post-112298","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-featured","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo 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