{"id":79919,"date":"2020-10-19t12:00:06","date_gmt":"2020-10-19t16:00:06","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=79919"},"modified":"2021-01-12t08:40:53","modified_gmt":"2021-01-12t13:40:53","slug":"maximize-referrals-from-wealthy-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/10\/19\/maximize-referrals-from-wealthy-clients\/","title":{"rendered":"maximize referrals from wealthy clients"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-80023\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg\" alt=\"female executive greeting couple\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-300x200.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-600x401.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg 713w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>how to foster opportunities.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>as part of the discovery process, you are ascertaining who your wealthy clients can refer to you. in empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. they also say that this happens because they do an excellent job for their clients.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2020\/10\/14\/maximizing-wealthy-client-relationships\/\">what the wealthy want<\/a> | <a href=\"\/\/www.g005e.com\/2020\/10\/08\/everyone-wins-heres-how\/\">the four-step process for client-focused business development<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/27\/building-a-high-net-worth-practice-during-covid-19\/\">building a high-net-worth practice during covid-19<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/23\/the-3-elements-of-a-high-net-worth-practice\/\">the essential process for building a high-net-worth practice<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/15\/what-the-wealthy-need\/\">what the wealthy need<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/07\/setting-financial-and-practice-goals-during-covid-19\/\">setting financial and practice goals during covid-19<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/31\/4-components-of-a-high-net-worth-practice\/\">4 components of a high-net-worth practice<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/24\/life-insurance-as-part-of-wealth-management\/\">life insurance as part of wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/17\/mistresses-mister-esses-and-accountants\/\">mistresses, mister-esses and accountants<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/12\/boom-seen-for-tax-specialists-serving-the-super-rich\/\">the coming boom in tax services for the super-rich<\/a><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\/2020\/10\/19\/maximize-referrals-from-wealthy-clients\/\">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>another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2020\/10\/19\/maximize-referrals-from-wealthy-clients\/#more-79919\" 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%2f2020%2f10%2f19%2fmaximize-referrals-from-wealthy-clients%2f&amp;t=maximize+referrals+from+wealthy+clients'  ><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><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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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%2f2020%2f10%2f19%2fmaximize-referrals-from-wealthy-clients%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:%20maximize%20referrals%20from%20wealthy%20clients&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\/2020\/10\/19\/maximize-referrals-from-wealthy-clients\/\" title=\"email this: maximize referrals from wealthy clients \"><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><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-80023\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg\" alt=\"female executive greeting couple\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-300x200.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-600x401.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg 713w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>how to foster opportunities.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>as part of the discovery process, you are ascertaining who your wealthy clients can refer to you. in empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. they also say that this happens because they do an excellent job for their clients.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2020\/10\/14\/maximizing-wealthy-client-relationships\/\">what the wealthy want<\/a> | <a href=\"\/\/www.g005e.com\/2020\/10\/08\/everyone-wins-heres-how\/\">the four-step process for client-focused business development<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/27\/building-a-high-net-worth-practice-during-covid-19\/\">building a high-net-worth practice during covid-19<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/23\/the-3-elements-of-a-high-net-worth-practice\/\">the essential process for building a high-net-worth practice<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/15\/what-the-wealthy-need\/\">what the wealthy need<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/07\/setting-financial-and-practice-goals-during-covid-19\/\">setting financial and practice goals during covid-19<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/31\/4-components-of-a-high-net-worth-practice\/\">4 components of a high-net-worth practice<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/24\/life-insurance-as-part-of-wealth-management\/\">life insurance as part of wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/17\/mistresses-mister-esses-and-accountants\/\">mistresses, mister-esses and accountants<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/12\/boom-seen-for-tax-specialists-serving-the-super-rich\/\">the coming boom in tax services for the super-rich<\/a><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\/2020\/10\/19\/maximize-referrals-from-wealthy-clients\/\">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>another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2020\/10\/19\/maximize-referrals-from-wealthy-clients\/#more-79919\" 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%2f2020%2f10%2f19%2fmaximize-referrals-from-wealthy-clients%2f&amp;t=maximize+referrals+from+wealthy+clients'  ><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%2f2020%2f10%2f19%2fmaximize-referrals-from-wealthy-clients%2f&amp;title=maximize+referrals+from+wealthy+clients&amp;summary=how+to+foster+opportunities.%0d%0a%0d%0aby+anthony+glomski+and+russ+alan+prince%0d%0ayour+%245-million+high-net-worth+practice%0d%0a%0d%0aas+part+of+the+discovery+process%2c+you+are+ascertaining+who+your+wealthy+clients+can+refer+to+you.+in+empirical+study+after+study%2c+accountants+%28as+well+as+other+professionals%29+say+that+they+get+most+of+the'  ><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>\n<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%2f2020%2f10%2f19%2fmaximize-referrals-from-wealthy-clients%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>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20maximize%20referrals%20from%20wealthy%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2020\/10\/19\/maximize-referrals-from-wealthy-clients\/\" title=\"email this: maximize referrals from wealthy clients \"><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":3562,"featured_media":0,"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":[1363,3120,3002,3139],"tags":[3084,3085],"class_list":["post-79919","post","type-post","status-publish","format-standard","hentry","category-featured","category-pro-member-exclusive","category-special","category-wealth","tag-coronavirus","tag-covid-19","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>maximize referrals from wealthy clients - 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\/2020\/10\/19\/maximize-referrals-from-wealthy-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"maximize referrals from wealthy clients - 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\/2020\/10\/19\/maximize-referrals-from-wealthy-clients\/\" \/>\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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