{"id":117931,"date":"2023-10-09t11:55:14","date_gmt":"2023-10-09t15:55:14","guid":{"rendered":"\/\/www.g005e.com\/?p=117931"},"modified":"2023-10-23t19:11:57","modified_gmt":"2023-10-23t23:11:57","slug":"target-the-family-ceo","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/09\/target-the-family-ceo\/","title":{"rendered":"target the family ceo"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-117934\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678.jpg\" alt=\"woman and man having coffee, laptop open on table\" width=\"1600\" height=\"1062\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678.jpg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-424x281.jpg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-849x564.jpg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-768x510.jpg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-1536x1020.jpg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-300x199.jpg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-600x398.jpg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>your role? personal cfo.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>truly consultative collaborative wealth management stands in stark contrast to how most investors and their advisors operate today. even the most affluent and successful people you know \u2013 professionals, entrepreneurs, executives \u2013 rarely take this type of coordinated and comprehensive approach with their finances.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/02\/how-to-implement-collaborative-wealth-management\/\">how to implement collaborative wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/25\/five-challenges-of-liquidating-a-business\/\">five challenges of liquidating a business<\/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\/10\/09\/target-the-family-ceo\/\">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>the vast majority of people tend to address retirement, estate planning and other financial goals on an ad hoc basis \u2013 treating these issues as separate concerns and placing each one in its own discrete box. given that, their efforts to deal with their many interconnected issues are not coordinated. this leads to challenges that can jeopardize their financial health as well as that of their families, their practices or their businesses.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/10\/09\/target-the-family-ceo\/#more-117931\" 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'  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href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f09%2ftarget-the-family-ceo%2f&amp;title=target+the+family+ceo&amp;summary=%0d%0a%0d%0ayour+role%3f+personal+cfo.%0d%0a%0d%0aby+anthony+glomski%0d%0a%0d%0atruly+consultative+collaborative+wealth+management+stands+in+stark+contrast+to+how+most+investors+and+their+advisors+operate+today.+even+the+most+affluent+and+successful+people+you+know+%e2%80%93+professionals%2c+entrepreneurs%2c+executives+%e2%80%93+rarely+take+this+type+of+coordi'  ><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%2f10%2f09%2ftarget-the-family-ceo%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:%20target%20the%20family%20ceo&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\/10\/09\/target-the-family-ceo\/\" title=\"email this: target the family ceo \"><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><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-117934\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678.jpg\" alt=\"woman and man having coffee, laptop open on table\" width=\"1600\" height=\"1062\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678.jpg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-424x281.jpg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-849x564.jpg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-768x510.jpg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-1536x1020.jpg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-300x199.jpg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/1600_womanmanmeetcoffeelaptop_adobestock_270330678-600x398.jpg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>your role? personal cfo.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>truly consultative collaborative wealth management stands in stark contrast to how most investors and their advisors operate today. even the most affluent and successful people you know \u2013 professionals, entrepreneurs, executives \u2013 rarely take this type of coordinated and comprehensive approach with their finances.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/02\/how-to-implement-collaborative-wealth-management\/\">how to implement collaborative wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/25\/five-challenges-of-liquidating-a-business\/\">five challenges of liquidating a business<\/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\/10\/09\/target-the-family-ceo\/\">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>the vast majority of people tend to address retirement, estate planning and other financial goals on an ad hoc basis \u2013 treating these issues as separate concerns and placing each one in its own discrete box. given that, their efforts to deal with their many interconnected issues are not coordinated. this leads to challenges that can jeopardize their financial health as well as that of their families, their practices or their businesses.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/10\/09\/target-the-family-ceo\/#more-117931\" 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%2f10%2f09%2ftarget-the-family-ceo%2f&amp;t=target+the+family+ceo'  ><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 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href=\"mailto:?subject=cpa%20trendlines%20:%20target%20the%20family%20ceo&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/10\/09\/target-the-family-ceo\/\" title=\"email this: target the family ceo \"><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":3122,"featured_media":100059,"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-117931","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>target the family ceo - 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\/10\/09\/target-the-family-ceo\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"target the family ceo - 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\/10\/09\/target-the-family-ceo\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" 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