{"id":118775,"date":"2023-10-30t11:55:48","date_gmt":"2023-10-30t15:55:48","guid":{"rendered":"\/\/www.g005e.com\/?p=118775"},"modified":"2023-11-29t10:50:33","modified_gmt":"2023-11-29t15:50:33","slug":"how-to-outline-your-clients-big-picture","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/30\/how-to-outline-your-clients-big-picture\/","title":{"rendered":"how to outline your client\u2019s big picture"},"content":{"rendered":"

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three worksheets to guide you.<\/strong><\/p>\n

by anthony glomski<\/i><\/p>\n

i realize that not all of your clients are entrepreneurs. but, consider this: 90 percent of all the wealth in the u.s. is owned by business owners and 10 percent is inherited. nearly every cpa i know works with business owners and their families. with all the changes impacting the cpa profession today, it\u2019s imperative that you get comfortable changing lanes and adopt a more consultative role with your clients.<\/strong><\/p>\n

more: <\/b>your entrepreneurs need advice, but which kind?<\/a> | three ways to work together on wealth<\/a> | target the family ceo<\/a> | how to implement collaborative wealth management<\/a> | five challenges of liquidating a business<\/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\u2019re a cpa and you\u2019re not actively overseeing all the people helping your clients with their financial lives, then you\u2019re missing a big opportunity with your practice. you\u2019re overlooking the opportunity to make a massive impact on the lives of your best clients, their families and the causes they care about.
\n read more →<\/a><\/p>\n