{"id":114633,"date":"2023-07-31t11:59:28","date_gmt":"2023-07-31t15:59:28","guid":{"rendered":"\/\/www.g005e.com\/?p=114633"},"modified":"2023-09-06t20:36:11","modified_gmt":"2023-09-07t00:36:11","slug":"six-ways-to-offer-financial-products","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/07\/31\/six-ways-to-offer-financial-products\/","title":{"rendered":"six ways to offer financial products"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45658 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840.jpg\" sizes=\"(max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-424x339.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-849x679.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840.jpg 1600w\" alt=\"unbalanced brass scales\" width=\"1600\" height=\"1280\" \/><strong>plus three best practices.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><\/p>\n<p>accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions.<\/p>\n<p>either they do or they do not.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/07\/24\/family-offices-come-in-three-types\/\">family offices come in three types<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/17\/help-pros-become-experts-through-thought-leadership\/\">help pros become experts through thought leadership<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/19\/five-questions-for-your-high-net-worth-practice\/\">five questions for your high-net-worth practice<\/a> | <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\/08\/three-ways-the-wealthy-use-life-insurance\/\">three ways the wealthy use life insurance<\/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\/07\/31\/six-ways-to-offer-financial-products\/\">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>a fancier way of saying this is that an accounting firm has adopted a product-neutral or product-inclusive financial product business model.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/07\/31\/six-ways-to-offer-financial-products\/#more-114633\" 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%2f07%2f31%2fsix-ways-to-offer-financial-products%2f&amp;t=six+ways+to+offer+financial+products'  ><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) 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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%2f07%2f31%2fsix-ways-to-offer-financial-products%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:%20six%20ways%20to%20offer%20financial%20products&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\/07\/31\/six-ways-to-offer-financial-products\/\" title=\"email this: six ways to offer financial products \"><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><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45658 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840.jpg\" sizes=\"(max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-424x339.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-849x679.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840.jpg 1600w\" alt=\"unbalanced brass scales\" width=\"1600\" height=\"1280\" \/><strong>plus three best practices.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><\/p>\n<p>accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions.<\/p>\n<p>either they do or they do not.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/07\/24\/family-offices-come-in-three-types\/\">family offices come in three types<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/17\/help-pros-become-experts-through-thought-leadership\/\">help pros become experts through thought leadership<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/19\/five-questions-for-your-high-net-worth-practice\/\">five questions for your high-net-worth practice<\/a> | <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\/08\/three-ways-the-wealthy-use-life-insurance\/\">three ways the wealthy use life insurance<\/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\/07\/31\/six-ways-to-offer-financial-products\/\">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>a fancier way of saying this is that an accounting firm has adopted a product-neutral or product-inclusive financial product business model.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/07\/31\/six-ways-to-offer-financial-products\/#more-114633\" 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%2f07%2f31%2fsix-ways-to-offer-financial-products%2f&amp;t=six+ways+to+offer+financial+products'  ><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%2f07%2f31%2fsix-ways-to-offer-financial-products%2f&amp;title=six+ways+to+offer+financial+products&amp;summary=plus+three+best+practices.%0d%0a%0d%0aby+anthony+glomski+and+russ+alan+prince%0d%0a%0d%0aaccounting+firms+adopt+one+of+two+business+models+when+it+comes+to+offering+financial+products+for+fees+or+commissions.%0d%0a%0d%0aeither+they+do+or+they+do+not.%0d%0amore%3a+family+offices+come+in+three+types+%7c+help+pros+become+experts+through+thought+leadersh'  ><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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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":[3184,3120,3002,3139],"tags":[],"class_list":["post-114633","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>six ways to offer financial products - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/07\/31\/six-ways-to-offer-financial-products\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"six ways to offer financial products - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/07\/31\/six-ways-to-offer-financial-products\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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