{"id":90655,"date":"2021-11-08t19:00:13","date_gmt":"2021-11-09t00:00:13","guid":{"rendered":"\/\/www.g005e.com\/?p=90655"},"modified":"2022-12-22t00:42:22","modified_gmt":"2022-12-22t05:42:22","slug":"what-is-your-stance-on-financial-products","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/11\/08\/what-is-your-stance-on-financial-products\/","title":{"rendered":"the smart way to handle financial products"},"content":{"rendered":"<p><strong>accounting firms either do or don&#8217;t. but here&#8217;s how to do it right.<\/strong><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-45658\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-424x339.jpg\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-424x339.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-849x679.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840.jpg 1600w\" alt=\"unbalanced brass scales\" width=\"424\" height=\"339\" \/><\/a><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\" target=\"_blank\" rel=\"noopener\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions.<\/p>\n<p>either they do or they do not.<\/p>\n<blockquote><p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2021\/11\/01\/three-types-of-family-offices-for-the-wealthy\/\">three types of family offices for the wealthy<\/a> | <a href=\"\/\/www.g005e.com\/2021\/10\/25\/virtual-workshops-guide-clients-through-covid\/\">virtual workshops guide clients through covid<\/a> | <a href=\"\/\/www.g005e.com\/2021\/09\/13\/high-net-worth-business-development-in-four-steps\/\">high-net-worth business development in four steps<\/a> | <a href=\"\/\/www.g005e.com\/2021\/08\/09\/16-questions-to-set-your-practice-goals\/\">16 questions to set your practice goals<\/a> | <a href=\"\/\/www.g005e.com\/2021\/05\/31\/conviction-process-expertise\/\">conviction + process + expertise = your next $5 million<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/11\/08\/what-is-your-stance-on-financial-products\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>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<p> <a href=\"\/\/www.g005e.com\/2021\/11\/08\/what-is-your-stance-on-financial-products\/#more-90655\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong>accounting firms either do or don&#8217;t. but here&#8217;s how to do it right.<\/strong><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-45658\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-424x339.jpg\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-424x339.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840-849x679.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/unevenbrassscales_dollarphotoclub_733840.jpg 1600w\" alt=\"unbalanced brass scales\" width=\"424\" height=\"339\" \/><\/a><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\" target=\"_blank\" rel=\"noopener\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions.<\/p>\n<p>either they do or they do not.<\/p>\n<blockquote>\n<p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2021\/11\/01\/three-types-of-family-offices-for-the-wealthy\/\">three types of family offices for the wealthy<\/a> | <a href=\"\/\/www.g005e.com\/2021\/10\/25\/virtual-workshops-guide-clients-through-covid\/\">virtual workshops guide clients through covid<\/a> | <a href=\"\/\/www.g005e.com\/2021\/09\/13\/high-net-worth-business-development-in-four-steps\/\">high-net-worth business development in four steps<\/a> | <a href=\"\/\/www.g005e.com\/2021\/08\/09\/16-questions-to-set-your-practice-goals\/\">16 questions to set your practice goals<\/a> | <a href=\"\/\/www.g005e.com\/2021\/05\/31\/conviction-process-expertise\/\">conviction + process + expertise = your next $5 million<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/11\/08\/what-is-your-stance-on-financial-products\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>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<p> <a href=\"\/\/www.g005e.com\/2021\/11\/08\/what-is-your-stance-on-financial-products\/#more-90655\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":3562,"featured_media":45658,"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":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,3002,11,3139],"tags":[],"class_list":["post-90655","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-research","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin 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