{"id":101115,"date":"2022-08-22t12:00:28","date_gmt":"2022-08-22t16:00:28","guid":{"rendered":"\/\/www.g005e.com\/?p=101115"},"modified":"2024-08-07t23:10:40","modified_gmt":"2024-08-08t03:10:40","slug":"what-level-of-advice-do-entrepreneurs-need","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/08\/22\/what-level-of-advice-do-entrepreneurs-need\/","title":{"rendered":"what level of advice do entrepreneurs need?"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/plan-word-shows-guidance-or-business-planning_mkkm2qpu.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-51146\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/plan-word-shows-guidance-or-business-planning_mkkm2qpu-424x385.jpg\" alt=\"maze with word &quot;plan&quot; at the center\" width=\"424\" height=\"385\" \/><\/a>help them navigate the maze of options.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>the financial services industry has failed some of your clients who are entrepreneurs. a big gap can exist between what they pay (and the services delivered) versus what they need.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a> | <a href=\"\/\/www.g005e.com\/2022\/07\/25\/the-role-of-the-personal-cfo\/\">the role of the personal cfo<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.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\/2022\/08\/22\/what-level-of-advice-do-entrepreneurs-need\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>we can agree that your clients will usually need an investment management solution. but how can you help your client sort through the different advice options to get them aligned with the right professional?\u00a0 how can you determine who is the right fit for your practice to develop a working relationship? the diagram below is the hierarchy of advice available:<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/08\/22\/what-level-of-advice-do-entrepreneurs-need\/#more-101115\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/plan-word-shows-guidance-or-business-planning_mkkm2qpu.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-51146\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/plan-word-shows-guidance-or-business-planning_mkkm2qpu-424x385.jpg\" alt=\"maze with word &quot;plan&quot; at the center\" width=\"424\" height=\"385\" \/><\/a>help them navigate the maze of options.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>the financial services industry has failed some of your clients who are entrepreneurs. a big gap can exist between what they pay (and the services delivered) versus what they need.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a> | <a href=\"\/\/www.g005e.com\/2022\/07\/25\/the-role-of-the-personal-cfo\/\">the role of the personal cfo<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.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\/2022\/08\/22\/what-level-of-advice-do-entrepreneurs-need\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>we can agree that your clients will usually need an investment management solution. but how can you help your client sort through the different advice options to get them aligned with the right professional?\u00a0 how can you determine who is the right fit for your practice to develop a working relationship? the diagram below is the hierarchy of advice available:<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/08\/22\/what-level-of-advice-do-entrepreneurs-need\/#more-101115\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":3122,"featured_media":59167,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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":"129943,138048,136944,133566,129835,130682","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3139],"tags":[],"class_list":["post-101115","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>what level of advice do entrepreneurs need? 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