{"id":105290,"date":"2022-12-19t11:55:20","date_gmt":"2022-12-19t16:55:20","guid":{"rendered":"\/\/www.g005e.com\/?p=105290"},"modified":"2024-08-07t23:10:05","modified_gmt":"2024-08-08t03:10:05","slug":"three-questions-for-clients-who-want-to-manage-their-own-wealth","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/12\/19\/three-questions-for-clients-who-want-to-manage-their-own-wealth\/","title":{"rendered":"three questions for clients who want to manage their own wealth"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-47840\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683-424x296.jpg\" alt=\"businessman sitting on stacks of paper currency\" width=\"424\" height=\"296\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683-424x296.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683-768x535.jpg 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683-849x592.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>maybe they can. but should they?<\/strong><\/p>\n<p><i>by anthony glomski<br \/>\n<a href=\"\/\/www.g005e.com\/shop\/ag21hnw\/\"><em>your $5 million high-net-worth practice<\/em><\/a><br \/>\n<\/i><\/p>\n<p>i have told you that your business owner clients will face new challenges, new transitions and new opportunities as they navigate their way through a liquidity event and emerge on the other side. i also have emphasized that you must do everything in your power to help them preserve, protect and maintain the wealth that they have worked so hard to build.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/12\/12\/how-to-choose-your-team-of-experts\/\">how to build your team of experts<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/28\/five-experts-your-wealth-management-team-needs\/\">five experts your wealth management team needs<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/07\/maximize-your-clients-charitable-giving\/\">maximize your client\u2019s charitable giving<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\">estate plans: can you ask clients these eight questions?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/29\/do-you-know-your-clients-total-picture\/\">do you know your client\u2019s total picture?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/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\/12\/19\/three-questions-for-clients-who-want-to-manage-their-own-wealth\/\">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>nassim taleb, author of the bestselling book \u201cthe black swan: the impact of the highly improbable,\u201d argues that we can not only learn to navigate these frightening and overwhelming events, but learn to become stronger as a result of them and to take advantage of the opportunities they provide.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/12\/19\/three-questions-for-clients-who-want-to-manage-their-own-wealth\/#more-105290\" 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\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-47840\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683-424x296.jpg\" alt=\"businessman sitting on stacks of paper currency\" width=\"424\" height=\"296\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683-424x296.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683-768x535.jpg 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683-849x592.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/businessmansittingmoney_dollarphotoclub_62050683.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>maybe they can. but should they?<\/strong><\/p>\n<p><i>by anthony glomski<br \/>\n<a href=\"\/\/www.g005e.com\/shop\/ag21hnw\/\"><em>your $5 million high-net-worth practice<\/em><\/a><br \/>\n<\/i><\/p>\n<p>i have told you that your business owner clients will face new challenges, new transitions and new opportunities as they navigate their way through a liquidity event and emerge on the other side. i also have emphasized that you must do everything in your power to help them preserve, protect and maintain the wealth that they have worked so hard to build.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/12\/12\/how-to-choose-your-team-of-experts\/\">how to build your team of experts<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/28\/five-experts-your-wealth-management-team-needs\/\">five experts your wealth management team needs<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/07\/maximize-your-clients-charitable-giving\/\">maximize your client\u2019s charitable giving<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\">estate plans: can you ask clients these eight questions?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/29\/do-you-know-your-clients-total-picture\/\">do you know your client\u2019s total picture?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/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\/12\/19\/three-questions-for-clients-who-want-to-manage-their-own-wealth\/\">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>nassim taleb, author of the bestselling book \u201cthe black swan: the impact of the highly improbable,\u201d argues that we can not only learn to navigate these frightening and overwhelming events, but learn to become stronger as a result of them and to take advantage of the opportunities they provide.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/12\/19\/three-questions-for-clients-who-want-to-manage-their-own-wealth\/#more-105290\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":3122,"featured_media":101492,"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":"129943,133566,129835,130682,136841,136944","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3002,3139],"tags":[],"class_list":["post-105290","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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