{"id":62633,"date":"2019-07-05t12:15:53","date_gmt":"2019-07-05t16:15:53","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=62633"},"modified":"2020-08-06t15:35:52","modified_gmt":"2020-08-06t19:35:52","slug":"5-meetings-of-the-true-wealth-management-process","status":"publish","type":"post","link":"\/\/www.g005e.com\/2019\/07\/05\/5-meetings-of-the-true-wealth-management-process\/","title":{"rendered":"the 5 meetings of the (true) wealth management process"},"content":{"rendered":"<p>&nbsp;<\/p>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62634 size-large\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-849x420.png\" alt=\"flow chart of process\" width=\"849\" height=\"420\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-849x420.png 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-600x297.png 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-424x210.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-768x380.png 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess.png 871w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/><\/h4>\n<p><strong>why each is necessary.<br \/>\n<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>as discussed in <a href=\"\/\/www.g005e.com\/2019\/06\/29\/collaborative-wealth-management-defining-the-framework\/\">collaborative wealth management: defining the framework<\/a>, it\u2019s in vogue for financial services workers to call themselves wealth managers or wealth advisors. but, research shows that only a small fraction of these workers really provide clients with a complete and consultative approach to managing their complex financial lives.<\/p>\n<blockquote><p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2019\/03\/21\/protect-your-clients-assets\/\">protect your clients\u2019 assets<\/a> | <a href=\"\/\/www.g005e.com\/2019\/03\/15\/even-entrepreneurs-must-diversify\/\">even entrepreneurs must diversify<\/a> | <a href=\"\/\/www.g005e.com\/2019\/03\/08\/liquid-events-and-how-to-approach-them\/\">when clients cash out: four smart financial moves<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.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\/2019\/07\/05\/5-meetings-of-the-true-wealth-management-process\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>regardless of which acronym(s) you have on your business card after \u201ccpa,\u201d one way to assure clients and prospective clients that you\u2019re a true wealth manager is to have a carefully defined wealth management process in place.<br \/>\n <a href=\"\/\/www.g005e.com\/2019\/07\/05\/5-meetings-of-the-true-wealth-management-process\/#more-62633\" 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=\"mailto:?subject=cpa%20trendlines%20:%20the%205%20meetings%20of%20the%20(true)%20wealth%20management%20process&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\/2019\/07\/05\/5-meetings-of-the-true-wealth-management-process\/\" title=\"email this: the 5 meetings of the (true) wealth management process \"><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>&nbsp;<\/p>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62634 size-large\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-849x420.png\" alt=\"flow chart of process\" width=\"849\" height=\"420\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-849x420.png 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-600x297.png 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-424x210.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess-768x380.png 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/07\/glomski_5meetingprocess.png 871w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/><\/h4>\n<p><strong>why each is necessary.<br \/>\n<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>as discussed in <a href=\"\/\/www.g005e.com\/2019\/06\/29\/collaborative-wealth-management-defining-the-framework\/\">collaborative wealth management: defining the framework<\/a>, it\u2019s in vogue for financial services workers to call themselves wealth managers or wealth advisors. but, research shows that only a small fraction of these workers really provide clients with a complete and consultative approach to managing their complex financial lives.<\/p>\n<blockquote>\n<p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2019\/03\/21\/protect-your-clients-assets\/\">protect your clients\u2019 assets<\/a> | <a href=\"\/\/www.g005e.com\/2019\/03\/15\/even-entrepreneurs-must-diversify\/\">even entrepreneurs must diversify<\/a> | <a href=\"\/\/www.g005e.com\/2019\/03\/08\/liquid-events-and-how-to-approach-them\/\">when clients cash out: four smart financial moves<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.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\/2019\/07\/05\/5-meetings-of-the-true-wealth-management-process\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>regardless of which acronym(s) you have on your business card after \u201ccpa,\u201d one way to assure clients and prospective clients that you\u2019re a true wealth manager is to have a carefully defined wealth management process in place.<br \/>\n <a href=\"\/\/www.g005e.com\/2019\/07\/05\/5-meetings-of-the-true-wealth-management-process\/#more-62633\" 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%2f2019%2f07%2f05%2f5-meetings-of-the-true-wealth-management-process%2f&amp;t=the+5+meetings+of+the+%28true%29+wealth+management+process'  ><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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this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>the 5 meetings of the (true) wealth management process - 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\/2019\/07\/05\/5-meetings-of-the-true-wealth-management-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"the 5 meetings of the (true) wealth management process - 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\" 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