{"id":79568,"date":"2020-10-14t13:10:06","date_gmt":"2020-10-14t17:10:06","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=79568"},"modified":"2020-10-26t12:27:06","modified_gmt":"2020-10-26t16:27:06","slug":"maximizing-wealthy-client-relationships","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/10\/14\/maximizing-wealthy-client-relationships\/","title":{"rendered":"what the wealthy want"},"content":{"rendered":"
<\/a>remember:\u00a0 when managing high-net-worth clients, it’s all about them, especially in the time of covid-19.<\/strong><\/p>\n by anthony glomski and russ alan prince<\/i> take a moment to consider:<\/p>\n how hard is it to find and bring on a wealthy client?<\/p>\n what does it take to keep a wealthy client highly satisfied and doing more business with you?<\/p>\n more: <\/b>the four-step process for client-focused business development<\/a> | building a high-net-worth practice during covid-19<\/a> | the essential process for building a high-net-worth practice<\/a> | what the wealthy need<\/a> | setting financial and practice goals during covid-19<\/a> | 4 components of a high-net-worth practice<\/a> | life insurance as part of wealth management<\/a> | mistresses, mister-esses and accountants<\/a> | the coming boom in tax services for the super-rich<\/a> it commonly takes a lot to win a wealthy individual or family as a client. it takes a lot of effort to keep the wealthy as clients, let alone do more business with you. not only must you deliver top-quality expertise, but you often need to create a sensational experience. you must build a high level of rapport. yet, a great many accountants are not maximizing their relationships with their wealthy clients.
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