{"id":114947,"date":"2023-08-14t11:55:24","date_gmt":"2023-08-14t15:55:24","guid":{"rendered":"\/\/www.g005e.com\/?p=114947"},"modified":"2023-09-30t11:17:39","modified_gmt":"2023-09-30t15:17:39","slug":"referrals-best-for-gaining-wealthy-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/08\/14\/referrals-best-for-gaining-wealthy-clients\/","title":{"rendered":"referrals best for gaining wealthy clients"},"content":{"rendered":"

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live 1-hour\u00a0online workshop<\/span><\/a><\/span><\/strong>
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how to profit when clients sell their companies<\/span><\/a><\/strong>
\nthursday, aug. 24, 2023<\/strong>
9 a.m. pt \/ noon et<\/span>
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register<\/a> | learn more<\/a><\/p>\n

some of your potentials prefer obscurity.<\/strong><\/p>\n

by anthony glomski and russ alan prince<\/i><\/p>\n

client-focused business development is fundamental. the everyone wins process is effective at every level of wealth. as we said, the everyone wins process is not only business-enhancing, it\u2019s life-enhancing. so, if you are interested in working with the super-rich and with single-family offices, mastering the everyone wins process will serve you well.<\/p>\n

more: <\/b>why stress testing matters<\/a> | six ways to offer financial products<\/a> | where to find wealthy clients<\/a> | take time to tune your practice goals<\/a> | here\u2019s where your next $5 million is coming from<\/a> | help clients avoid fallout from personal complications<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>
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on the other hand, you will need to make modifications to how you operate, including what you can deliver to these cohorts when it comes to your high-net-worth practice. an obvious example is that a single-family office will turn to you for all that most high-net-worth practices can deliver. this is extremely rare.
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read more →<\/a><\/p>\n