{"id":113382,"date":"2023-07-10t11:59:54","date_gmt":"2023-07-10t15:59:54","guid":{"rendered":"\/\/www.g005e.com\/?p=113382"},"modified":"2025-01-06t20:39:43","modified_gmt":"2025-01-07t01:39:43","slug":"where-to-find-wealthy-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/07\/10\/where-to-find-wealthy-clients\/","title":{"rendered":"where to find wealthy clients"},"content":{"rendered":"

\"executive<\/a>four steps to maximizing your referral network.<\/strong><\/p>\n

by anthony glomski and russ alan prince<\/i>
\nyour $5-million high-net-worth practice<\/i><\/a><\/p>\n

most professionals, including accountants, get most of their client referrals from satisfied clients. the complication is that if you want to work with wealthier clients, the likely best way to source them is from other professionals they are currently engaging.<\/p>\n

more: <\/b>how everyone can win<\/a> | five questions for your high-net-worth practice<\/a> | what your wealthy clients aren\u2019t telling you<\/a> | three ways the wealthy use life insurance<\/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 aim to work with the ultrawealthy and even the super-rich, be aware that as you move up the wealth hierarchy, they are less and less inclined to refer you to other people. it is something of a catch-22. in general, the better you are, the more the very wealthy are disinclined to share. that is, they are less likely to refer you to their financial peers. also, if you are maximizing your wealthy client relationships, there is hesitancy by these clients to make referrals because of a strong preference for extreme confidentiality (if not secrecy).
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\"executive<\/a>four steps to maximizing your referral network.<\/strong><\/p>\n

by anthony glomski and russ alan prince<\/i>
\nyour $5-million high-net-worth practice<\/i><\/a><\/p>\n

most professionals, including accountants, get most of their client referrals from satisfied clients. the complication is that if you want to work with wealthier clients, the likely best way to source them is from other professionals they are currently engaging.<\/p>\n

\n

more: <\/b>how everyone can win<\/a> | five questions for your high-net-worth practice<\/a> | what your wealthy clients aren\u2019t telling you<\/a> | three ways the wealthy use life insurance<\/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>\n<\/blockquote>\n

if you aim to work with the ultrawealthy and even the super-rich, be aware that as you move up the wealth hierarchy, they are less and less inclined to refer you to other people. it is something of a catch-22. in general, the better you are, the more the very wealthy are disinclined to share. that is, they are less likely to refer you to their financial peers. also, if you are maximizing your wealthy client relationships, there is hesitancy by these clients to make referrals because of a strong preference for extreme confidentiality (if not secrecy).
\n read more →<\/a><\/p>\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":"129943,129835,133566,130682,133578,136951","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,3120,3002,3139],"tags":[],"class_list":["post-113382","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"\nwhere to find wealthy 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