{"id":101313,"date":"2022-09-12t12:00:38","date_gmt":"2022-09-12t16:00:38","guid":{"rendered":"\/\/www.g005e.com\/?p=101313"},"modified":"2024-08-07t23:10:35","modified_gmt":"2024-08-08t03:10:35","slug":"preserving-wealth-is-a-different-mindset","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/09\/12\/preserving-wealth-is-a-different-mindset\/","title":{"rendered":"preserving wealth is a different mindset"},"content":{"rendered":"

\"businessman<\/a>hard-charging entrepreneurs might need to flip their risk perspective.<\/strong><\/p>\n

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

after helping clients sell a business, it\u2019s crucial to focus on preserving wealth. this may require them to adopt a new mindset about their money, investing and risk.<\/p>\n

more: <\/b>do you know your client\u2019s total picture?<\/a> | 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

in the old world, you could choose not<\/strong> to help your clients with their investments. now it\u2019s expected that at a minimum you will understand their investment plan and overall retirement plan. you don\u2019t have to be the expert in every aspect of their financial plan, but you do<\/strong> need to make sure that all the different parts of the plan are aligned \u2013 and that all the other specialists working on behalf of your clients are aligned in their efforts.
\n read more →<\/a><\/p>\n