plus three guidelines for setting financial targets.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
the accounting business was changing even before the onset of the covid-19 crisis.
more: 6 steps to maximize referrals | it’s all about your wealthy clients | conviction + process + expertise = your next $5 million | a high-net-worth practice in four steps | don’t ignore life insurance | adultery and other messy situations | how to attract the super-rich
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three of the factors that are possibly impinging on your ability to be as successful as you want include:
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- significantly increased competition: from more accountants to other professionals encroaching on some of the expertise accountants provide, there is greater competition for the better clients.
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