{"id":80816,"date":"2020-12-14t12:00:03","date_gmt":"2020-12-14t17:00:03","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=80816"},"modified":"2021-02-02t07:26:46","modified_gmt":"2021-02-02t12:26:46","slug":"product-neutral-or-product-inclusive","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/12\/14\/product-neutral-or-product-inclusive\/","title":{"rendered":"product-neutral or product-inclusive?"},"content":{"rendered":"
by anthony glomski and russ alan prince<\/i> accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions. either they do or they do not. a fancier way of saying this is that an accounting firm has adopted a product-neutral or product-inclusive financial product business model.<\/p>\n more: <\/b>the family office model<\/a> | guiding clients through covid<\/a> | maximize referrals from wealthy clients<\/a> | building a high-net-worth practice during covid-19<\/a> | setting financial and practice goals during covid-19<\/a> | mistresses, mister-esses and accountants<\/a> a product-neutral financial product business model<\/strong> is built around the delivery of services in exchange for a retainer, project or hourly fee. the typical services offered via a product-neutral model tend to be administrative, wealth planning or lifestyle in nature and might include accounting and tax work, estate and succession planning, and concierge support. by anthony glomski and russ alan prince<\/i> accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions. either they do or they do not. a fancier way of saying this is that an accounting firm has adopted a product-neutral or product-inclusive financial product business model.<\/p>\n more: <\/b>the family office model<\/a> | guiding clients through covid<\/a> | maximize referrals from wealthy clients<\/a> | building a high-net-worth practice during covid-19<\/a> | setting financial and practice goals during covid-19<\/a> | mistresses, mister-esses and accountants<\/a> a product-neutral financial product business model<\/strong> is built around the delivery of services in exchange for a retainer, project or hourly fee. the typical services offered via a product-neutral model tend to be administrative, wealth planning or lifestyle in nature and might include accounting and tax work, estate and succession planning, and concierge support.<\/a>there are benefits to both.
\n<\/strong><\/p>\n
\nyour $5-million high-net-worth practice<\/i><\/a><\/p>\n
\nexclusively 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":"<\/a>there are benefits to both.
\n<\/strong><\/p>\n
\nyour $5-million high-net-worth practice<\/i><\/a><\/p>\n\n
\nexclusively 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":"129943,137397,130728,131666,134276,130726","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,3002,3139],"tags":[],"class_list":["post-80816","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"\n