{"id":80816,"date":"2020-12-14t12:00:03","date_gmt":"2020-12-14t17:00:03","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=80816"},"modified":"2021-02-02t07:26:46","modified_gmt":"2021-02-02t12:26:46","slug":"product-neutral-or-product-inclusive","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/12\/14\/product-neutral-or-product-inclusive\/","title":{"rendered":"product-neutral or product-inclusive?"},"content":{"rendered":"

\"unbalanced<\/a>there are benefits to both.
\n<\/strong><\/p>\n

by anthony glomski and russ alan prince<\/i>
\nyour $5-million high-net-worth practice<\/i><\/a><\/p>\n

accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions. either they do or they do not. a fancier way of saying this is that an accounting firm has adopted a product-neutral or product-inclusive financial product business model.<\/p>\n

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a product-neutral financial product business model<\/strong> is built around the delivery of services in exchange for a retainer, project or hourly fee. the typical services offered via a product-neutral model tend to be administrative, wealth planning or lifestyle in nature and might include accounting and tax work, estate and succession planning, and concierge support.
\n read more →<\/a><\/p>\n