{"id":114744,"date":"2023-08-02t22:21:34","date_gmt":"2023-08-03t02:21:34","guid":{"rendered":"\/\/www.g005e.com\/?p=114744"},"modified":"2025-01-06t20:39:24","modified_gmt":"2025-01-07t01:39:24","slug":"use-discovery-to-identify-client-opportunities","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/08\/02\/use-discovery-to-identify-client-opportunities\/","title":{"rendered":"client clues for wealth management opportunities"},"content":{"rendered":"<p><img decoding=\"async\" class=\"aligncenter wp-image-38388 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/leaderaddressesworkers_dollarphotoclub_52598568.jpg\" alt=\"leader addresses co-workers\" \/><br \/>\n<strong>how to grow your firm outside of wealth management.<\/strong><\/p>\n<p><i>by russ alan prince<\/i><\/p>\n<p>a pervasive problem many accounting firms face with wealth management practices is how little wealth management business they generate. having an arrangement with a wealth manager or establishing their wealth management practices does not tend to result in very much business.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/07\/26\/exceptional-teams-are-key-to-high-net-worth-practices\/\">exceptional teams are key to high-net-worth practices<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/19\/four-keys-to-an-elite-wealth-management-team\/\">four keys to an elite wealth management team<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/28\/the-biggest-obstacle-to-taking-your-firm-upmarket\/\">the biggest obstacle to taking your firm upmarket<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/23\/wealthy-drive-expansion-of-family-offices\/\">wealthy drive expansion of family offices<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/17\/build-your-high-performing-family-office-practice\/\">build your high-performing family office practice<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/16\/are-you-missing-maximum-potential\/\">are you missing maximum potential?<\/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\/08\/02\/use-discovery-to-identify-client-opportunities\/\">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>indeed, some accountants will send clients over to the wealth management practice because the client asks them to. however, relying on clients to initiate the referral is something other than a solid business development strategy. instead, the wealth manager must show accountants how to identify opportunities and make the proper connections.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/08\/02\/use-discovery-to-identify-client-opportunities\/#more-114744\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><img decoding=\"async\" class=\"aligncenter wp-image-38388 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/leaderaddressesworkers_dollarphotoclub_52598568.jpg\" alt=\"leader addresses co-workers\" \/><br \/>\n<strong>how to grow your firm outside of wealth management.<\/strong><\/p>\n<p><i>by russ alan prince<\/i><\/p>\n<p>a pervasive problem many accounting firms face with wealth management practices is how little wealth management business they generate. having an arrangement with a wealth manager or establishing their wealth management practices does not tend to result in very much business.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/07\/26\/exceptional-teams-are-key-to-high-net-worth-practices\/\">exceptional teams are key to high-net-worth practices<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/19\/four-keys-to-an-elite-wealth-management-team\/\">four keys to an elite wealth management team<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/28\/the-biggest-obstacle-to-taking-your-firm-upmarket\/\">the biggest obstacle to taking your firm upmarket<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/23\/wealthy-drive-expansion-of-family-offices\/\">wealthy drive expansion of family offices<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/17\/build-your-high-performing-family-office-practice\/\">build your high-performing family office practice<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/16\/are-you-missing-maximum-potential\/\">are you missing maximum potential?<\/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\/08\/02\/use-discovery-to-identify-client-opportunities\/\">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>indeed, some accountants will send clients over to the wealth management practice because the client asks them to. however, relying on clients to initiate the referral is something other than a solid business development strategy. instead, the wealth manager must show accountants how to identify opportunities and make the proper connections.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/08\/02\/use-discovery-to-identify-client-opportunities\/#more-114744\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":4670,"featured_media":102131,"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":"129943,136841,133566,129835,134380,130437","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,3120,3002,3139],"tags":[],"class_list":["post-114744","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":"<!-- this site is optimized with the 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