{"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":"

\"woman<\/a>your client? the family ceo.<\/strong><\/p>\n

by anthony glomski<\/i><\/p>\n

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

more: <\/b>three components of collaborative wealth management<\/a> | cashing out: your business clients\u2019 five big issues<\/a>
\n\"goprocpa.com\"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

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.
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\"woman<\/a>your client? the family ceo.<\/strong><\/p>\n

by anthony glomski<\/i><\/p>\n

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

\n

more: <\/b>three components of collaborative wealth management<\/a> | cashing out: your business clients\u2019 five big issues<\/a>
\n\"goprocpa.com\"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

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.
\n read more →<\/a><\/p>\n","protected":false},"author":3122,"featured_media":59167,"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":"129943,137241,134813,130736,133566,136944","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,3002,3139],"tags":[],"class_list":["post-99020","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":"\nthe role of the personal cfo - 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