{"id":79567,"date":"2020-10-08t12:35:23","date_gmt":"2020-10-08t16:35:23","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=79567"},"modified":"2020-10-12t18:57:40","modified_gmt":"2020-10-12t22:57:40","slug":"everyone-wins-heres-how","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/10\/08\/everyone-wins-heres-how\/","title":{"rendered":"the four-step process for client-focused business development"},"content":{"rendered":"

\"\"<\/a>everyone wins… here’s how.<\/strong><\/p>\n

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

when it comes to working with the wealthy, all your expertise and all your firm’s capabilities and all the other top-notch experts you can bring to the table are “givens.” put another way … they are table stakes, and you must have table stakes to play. you absolutely need a top-of-the-line high-net-worth practice.<\/p>\n

more: <\/b>building a high-net-worth practice during covid-19<\/a> | the essential process for building a high-net-worth practice<\/a> | what the wealthy need<\/a> | setting financial and practice goals during covid-19<\/a> | 4 components of a high-net-worth practice<\/a> | life insurance as part of wealth management<\/a> | mistresses, mister-esses and accountants<\/a> | the coming boom in tax services for the super-rich<\/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

as for your expertise, if you have a wealthy entrepreneur who wants to sell her business in a couple of years, there are some ways to mitigate capital gains and estate taxes. tax mitigation could come from the use of selected trusts or establishment of an offshore pension plan. the fact that you can do all these things does not inherently differentiate you from another quality accountant and many other high-caliber professionals. it most likely will separate you from many possible competitors, but they are not really the competition.
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\nyour knowledge and ability to implement becomes less and less a factor to your success as you move up the wealth spectrum. why? because as you move up the wealth spectrum, the portability of competitors being just as technically competent goes up exponentially.<\/p>\n

no question: expertise without process is often no business.<\/p>\n

we work with some of the wealthiest families throughout the world. there is not a service, strategy or financial product we can provide that another high-end professional has not already suggested. our success is predicated on …<\/p>\n