{"id":79568,"date":"2020-10-14t13:10:06","date_gmt":"2020-10-14t17:10:06","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=79568"},"modified":"2020-10-26t12:27:06","modified_gmt":"2020-10-26t16:27:06","slug":"maximizing-wealthy-client-relationships","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/10\/14\/maximizing-wealthy-client-relationships\/","title":{"rendered":"what the wealthy want"},"content":{"rendered":"
<\/a>remember:\u00a0 when managing high-net-worth clients, it’s all about them, especially in the time of covid-19.<\/strong><\/p>\n by anthony glomski and russ alan prince<\/i> take a moment to consider:<\/p>\n how hard is it to find and bring on a wealthy client?<\/p>\n what does it take to keep a wealthy client highly satisfied and doing more business with you?<\/p>\n more: <\/b>the four-step process for client-focused business development<\/a> | 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> it commonly takes a lot to win a wealthy individual or family as a client. it takes a lot of effort to keep the wealthy as clients, let alone do more business with you. not only must you deliver top-quality expertise, but you often need to create a sensational experience. you must build a high level of rapport. yet, a great many accountants are not maximizing their relationships with their wealthy clients. <\/a>remember:\u00a0 when managing high-net-worth clients, it’s all about them, especially in the time of covid-19.<\/strong><\/p>\n by anthony glomski and russ alan prince<\/i> take a moment to consider:<\/p>\n how hard is it to find and bring on a wealthy client?<\/p>\n what does it take to keep a wealthy client highly satisfied and doing more business with you?<\/p>\n more: <\/b>the four-step process for client-focused business development<\/a> | 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> it commonly takes a lot to win a wealthy individual or family as a client. it takes a lot of effort to keep the wealthy as clients, let alone do more business with you. not only must you deliver top-quality expertise, but you often need to create a sensational experience. you must build a high level of rapport. yet, a great many accountants are not maximizing their relationships with their wealthy clients.
\nyour $5-million high-net-worth practice<\/i><\/a><\/p>\n
\n<\/a>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
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"
\nyour $5-million high-net-worth practice<\/i><\/a><\/p>\n\n
\n<\/a>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
\n read more →<\/a><\/p>\n","protected":false},"author":3562,"featured_media":78499,"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":"136944,129835,130682,133566,130728,136951","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,3002,3139],"tags":[3084,3085],"class_list":["post-79568","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-wealth","tag-coronavirus","tag-covid-19","membership-content","access-restricted"],"acf":[],"yoast_head":"\n