{"id":101485,"date":"2022-09-07t15:00:50","date_gmt":"2022-09-07t19:00:50","guid":{"rendered":"\/\/www.g005e.com\/?p=101485"},"modified":"2024-08-07t23:10:37","modified_gmt":"2024-08-08t03:10:37","slug":"why-accountants-fail-at-wealth-management","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/09\/07\/why-accountants-fail-at-wealth-management\/","title":{"rendered":"why accountants fail at wealth management"},"content":{"rendered":"

due to one reason. and it’s a big one.\"troubled<\/strong><\/p>\n

by russ alan prince<\/em><\/p>\n

a growing percentage of accounting firms have wealth management practices by one name or another. most of these practices provide investment management services, life insurance, or both.<\/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

but an estimated 75% to 90% of these wealth management practices are severely underperforming.<\/p>\n

the reason why is both simple and difficult.<\/p>\n

read more →<\/a><\/p>\n