{"id":122389,"date":"2024-02-12t12:06:49","date_gmt":"2024-02-12t17:06:49","guid":{"rendered":"\/\/www.g005e.com\/?p=122389"},"modified":"2024-02-13t17:40:53","modified_gmt":"2024-02-13t22:40:53","slug":"when-clients-want-to-manage-their-own-wealth","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/02\/12\/when-clients-want-to-manage-their-own-wealth\/","title":{"rendered":"when clients want to manage their own wealth"},"content":{"rendered":"

\"businessman<\/strong><\/p>\n

can they? maybe. but should they?<\/strong><\/p>\n

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

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

more: <\/b>four attributes your experts need<\/a> | your wealth management team needs these five people<\/a> | there\u2019s more to giving than tax implications<\/a> | eight questions for estate planning<\/a> | clients who don\u2019t listen<\/a> | how to outline your client\u2019s big picture<\/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

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.
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\nby helping your clients prepare the right way to withstand the next black swan event, you can help ensure that they\u2019ll be able to have a huge impact not only in their life, but in their family\u2019s life, in their community and even in the world at large.
\n read more →<\/a><\/p>\n