{"id":98260,"date":"2022-06-08t12:00:11","date_gmt":"2022-06-08t16:00:11","guid":{"rendered":"\/\/www.g005e.com\/?p=98260"},"modified":"2023-05-04t10:24:24","modified_gmt":"2023-05-04t14:24:24","slug":"ask-these-10-questions-before-adding-financial-services","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/06\/08\/ask-these-10-questions-before-adding-financial-services\/","title":{"rendered":"ask these 10 questions before adding financial services"},"content":{"rendered":"<p><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-98102\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-424x337.png\" alt=\"\" width=\"424\" height=\"337\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-424x337.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-300x238.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-600x476.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-849x674.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-768x610.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-1536x1219.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo.png 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><strong>remember it\u2019s a new business.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/101qa\/\"><i>101 questions and answers: managing an accounting practice, the complete 2-volume set<\/i><\/a><\/p>\n<p><strong>q: <\/strong><strong>i am thinking of adding financial services to my practice. what are your thoughts?<\/strong><\/p>\n<blockquote><p><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2022\/06\/01\/selling-your-practice-is-not-a-retirement-strategy\/\">selling your practice is not a retirement strategy<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/25\/thirteen-things-to-know-before-selling-your-practice\/\">thirteen things to know before selling your practice<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/18\/10-reasons-clients-dont-pay-2\/\">10 reasons clients don\u2019t pay<\/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\/2022\/06\/08\/ask-these-10-questions-before-adding-financial-services\/\">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><strong>a:<\/strong> for starters, \u201cfinancial services\u201d means selling investment products or managing money. this is different from adding financial planning, which i see as an extension of and a next step to sound tax planning for clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/06\/08\/ask-these-10-questions-before-adding-financial-services\/#more-98260\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  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href=\"mailto:?subject=cpa%20trendlines%20:%20ask%20these%2010%20questions%20before%20adding%20financial%20services&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2022\/06\/08\/ask-these-10-questions-before-adding-financial-services\/\" title=\"email this: ask these 10 questions before adding financial services \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-98102\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-424x337.png\" alt=\"\" width=\"424\" height=\"337\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-424x337.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-300x238.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-600x476.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-849x674.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-768x610.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo-1536x1219.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/06\/mendlowitz-q-and-a-logo.png 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><strong>remember it\u2019s a new business.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/101qa\/\"><i>101 questions and answers: managing an accounting practice, the complete 2-volume set<\/i><\/a><\/p>\n<p><strong>q: <\/strong><strong>i am thinking of adding financial services to my practice. what are your thoughts?<\/strong><\/p>\n<blockquote>\n<p><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2022\/06\/01\/selling-your-practice-is-not-a-retirement-strategy\/\">selling your practice is not a retirement strategy<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/25\/thirteen-things-to-know-before-selling-your-practice\/\">thirteen things to know before selling your practice<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/18\/10-reasons-clients-dont-pay-2\/\">10 reasons clients don\u2019t pay<\/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\/2022\/06\/08\/ask-these-10-questions-before-adding-financial-services\/\">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><strong>a:<\/strong> for starters, \u201cfinancial services\u201d means selling investment products or managing money. this is different from adding financial planning, which i see as an extension of and a next step to sound tax planning for clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/06\/08\/ask-these-10-questions-before-adding-financial-services\/#more-98260\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f06%2f08%2fask-these-10-questions-before-adding-financial-services%2f&amp;t=ask+these+10+questions+before+adding+financial+services'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  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href=\"mailto:?subject=cpa%20trendlines%20:%20ask%20these%2010%20questions%20before%20adding%20financial%20services&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2022\/06\/08\/ask-these-10-questions-before-adding-financial-services\/\" title=\"email this: ask these 10 questions before adding financial services \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div 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v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>ask these 10 questions before adding financial services - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2022\/06\/08\/ask-these-10-questions-before-adding-financial-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ask these 10 questions before adding financial services - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2022\/06\/08\/ask-these-10-questions-before-adding-financial-services\/\" \/>\n<meta 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