{"id":101309,"date":"2022-08-29t12:00:24","date_gmt":"2022-08-29t16:00:24","guid":{"rendered":"\/\/www.g005e.com\/?p=101309"},"modified":"2024-08-07t23:10:38","modified_gmt":"2024-08-08t03:10:38","slug":"do-you-know-your-clients-total-picture","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/08\/29\/do-you-know-your-clients-total-picture\/","title":{"rendered":"do you know your client\u2019s total picture?"},"content":{"rendered":"

\"diagram\"bonus case study: the cpa who saved a family\u2019s net worth.<\/strong><\/p>\n

by anthony glomski<\/i><\/p>\n

i realize that not all of your clients are entrepreneurs. but, consider this: 90 percent of all the wealth in the u.s. is owned by business owners and 10 percent is inherited. nearly every cpa i know works with business owners and their families. with all the changes impacting the cpa profession today, it\u2019s imperative that you get comfortable changing lanes and adopt a more consultative role with your clients.<\/strong><\/p>\n

more: <\/b>what level of advice do entrepreneurs need?<\/a> | three approaches to investment consulting<\/a> | the role of the personal cfo<\/a> | three components of collaborative wealth management<\/a> | cashing out: your business clients\u2019 five big issues<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

if you\u2019re a cpa and you\u2019re not actively overseeing all the people helping your clients with their financial lives, then you\u2019re missing a big opportunity with your practice. you\u2019re overlooking the opportunity to make a massive impact on the lives of your best clients, their families and the causes they care about.
\n read more →<\/a><\/p>\n