{"id":99020,"date":"2022-07-25t12:00:02","date_gmt":"2022-07-25t16:00:02","guid":{"rendered":"\/\/www.g005e.com\/?p=99020"},"modified":"2022-12-22t00:39:55","modified_gmt":"2022-12-22t05:39:55","slug":"the-role-of-the-personal-cfo","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/07\/25\/the-role-of-the-personal-cfo\/","title":{"rendered":"the role of the personal cfo"},"content":{"rendered":"<p><strong><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-100059\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678-424x283.jpg\" alt=\"woman and man talking with coffee, laptop\" width=\"424\" height=\"283\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678-424x283.jpg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678-300x200.jpg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678-600x401.jpg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678.jpg 713w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>your client? the family ceo.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>truly consultative collaborative wealth management stands in stark contrast to how most investors and their advisors operate today. even the most affluent and successful people you know \u2013 professionals, entrepreneurs, executives \u2013 rarely take this type of coordinated and comprehensive approach with their finances.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/07\/20\/three-components-of-collaborative-wealth-management\/\">three components of collaborative wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/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\/07\/25\/the-role-of-the-personal-cfo\/\">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>the vast majority of people tend to address retirement, estate planning and other financial goals on an ad hoc basis \u2013 treating these issues as separate concerns and placing each one in its own discrete box. given that, their efforts to deal with their many interconnected issues are not coordinated. this leads to challenges that can jeopardize their financial health as well as that of their families, their practices or their businesses.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/07\/25\/the-role-of-the-personal-cfo\/#more-99020\" 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'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f07%2f25%2fthe-role-of-the-personal-cfo%2f&amp;t=the+role+of+the+personal+cfo'  ><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 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item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20the%20role%20of%20the%20personal%20cfo&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\/07\/25\/the-role-of-the-personal-cfo\/\" title=\"email this: the role of the personal cfo \"><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><strong><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-100059\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678-424x283.jpg\" alt=\"woman and man talking with coffee, laptop\" width=\"424\" height=\"283\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678-424x283.jpg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678-300x200.jpg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678-600x401.jpg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/07\/womanmanmeetcoffeelaptop_adobestock_270330678.jpg 713w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>your client? the family ceo.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>truly consultative collaborative wealth management stands in stark contrast to how most investors and their advisors operate today. even the most affluent and successful people you know \u2013 professionals, entrepreneurs, executives \u2013 rarely take this type of coordinated and comprehensive approach with their finances.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/07\/20\/three-components-of-collaborative-wealth-management\/\">three components of collaborative wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/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\/07\/25\/the-role-of-the-personal-cfo\/\">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>the vast majority of people tend to address retirement, estate planning and other financial goals on an ad hoc basis \u2013 treating these issues as separate concerns and placing each one in its own discrete box. given that, their efforts to deal with their many interconnected issues are not coordinated. this leads to challenges that can jeopardize their financial health as well as that of their families, their practices or their businesses.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/07\/25\/the-role-of-the-personal-cfo\/#more-99020\" 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%2f07%2f25%2fthe-role-of-the-personal-cfo%2f&amp;t=the+role+of+the+personal+cfo'  ><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'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>the role of the personal cfo - 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\/07\/25\/the-role-of-the-personal-cfo\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"the role of the personal cfo - 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\/07\/25\/the-role-of-the-personal-cfo\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" 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