{"id":111414,"date":"2023-05-15t11:54:47","date_gmt":"2023-05-15t15:54:47","guid":{"rendered":"\/\/www.g005e.com\/?p=111414"},"modified":"2024-08-07t23:09:12","modified_gmt":"2024-08-08t03:09:12","slug":"four-steps-to-a-high-net-worth-practice","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/15\/four-steps-to-a-high-net-worth-practice\/","title":{"rendered":"four steps to a high-net-worth practice"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-49396 size-medium\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womandollarsign_adobestock_108834136-424x297.jpeg\" sizes=\"(max-width: 648px) 100vw, 648px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womandollarsign_adobestock_108834136.jpeg 648w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womandollarsign_adobestock_108834136-424x297.jpeg 424w\" alt=\"businesswoman holding giant dollar symbol\" width=\"424\" height=\"297\" \/><strong>you have the knowledge. it\u2019s time to apply it.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a class=\"external\" href=\"\/\/www.g005e.com\/shop\/ag21hnw\/\" target=\"_blank\" rel=\"noopener\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>the world has changed in ways we can see and some that we do not yet understand. some of these changes have been in process before the covid-19 crisis, such as greater competition, the use of artificial intelligence, and the immense increase in private wealth.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/08\/three-ways-the-wealthy-use-life-insurance\/\">three ways the wealthy use life insurance<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/01\/help-clients-avoid-fallout-from-personal-complications\/\">help clients avoid fallout from personal complications<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/24\/why-tax-planning-matters-so-much-to-the-wealthy\/\">why tax planning matters so much to the wealthy<\/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\/2023\/05\/15\/four-steps-to-a-high-net-worth-practice\/\">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>other changes, such as the way people are and will likely continue to interact, are a function of the crisis. for example, video calls and conferences are going to become a bigger part of the way professionals interact with clients and each other.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/05\/15\/four-steps-to-a-high-net-worth-practice\/#more-111414\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f15%2ffour-steps-to-a-high-net-worth-practice%2f&amp;t=four+steps+to+a+high-net-worth+practice'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) 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url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f15%2ffour-steps-to-a-high-net-worth-practice%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20four%20steps%20to%20a%20high-net-worth%20practice&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/05\/15\/four-steps-to-a-high-net-worth-practice\/\" title=\"email this: four steps to a high-net-worth practice \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-49396 size-medium\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womandollarsign_adobestock_108834136-424x297.jpeg\" sizes=\"(max-width: 648px) 100vw, 648px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womandollarsign_adobestock_108834136.jpeg 648w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womandollarsign_adobestock_108834136-424x297.jpeg 424w\" alt=\"businesswoman holding giant dollar symbol\" width=\"424\" height=\"297\" \/><strong>you have the knowledge. it\u2019s time to apply it.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a class=\"external\" href=\"\/\/www.g005e.com\/shop\/ag21hnw\/\" target=\"_blank\" rel=\"noopener\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>the world has changed in ways we can see and some that we do not yet understand. some of these changes have been in process before the covid-19 crisis, such as greater competition, the use of artificial intelligence, and the immense increase in private wealth.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/08\/three-ways-the-wealthy-use-life-insurance\/\">three ways the wealthy use life insurance<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/01\/help-clients-avoid-fallout-from-personal-complications\/\">help clients avoid fallout from personal complications<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/24\/why-tax-planning-matters-so-much-to-the-wealthy\/\">why tax planning matters so much to the wealthy<\/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\/2023\/05\/15\/four-steps-to-a-high-net-worth-practice\/\">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>other changes, such as the way people are and will likely continue to interact, are a function of the crisis. for example, video calls and conferences are going to become a bigger part of the way professionals interact with clients and each other.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/05\/15\/four-steps-to-a-high-net-worth-practice\/#more-111414\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f15%2ffour-steps-to-a-high-net-worth-practice%2f&amp;t=four+steps+to+a+high-net-worth+practice'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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title=\"email this: four steps to a high-net-worth practice \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3562,"featured_media":83153,"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":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3002,3139],"tags":[3445,3447],"class_list":["post-111414","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-wealth","tag-ai","tag-artificial-intelligence","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with 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