three worksheets to guide you.
by anthony glomski
i realize that not all of your clients are entrepreneurs. but, consider this: 90 percent of all the wealth in the u.s. is owned by business owners and 10 percent is inherited. nearly every cpa i know works with business owners and their families. with all the changes impacting the cpa profession today, it’s imperative that you get comfortable changing lanes and adopt a more consultative role with your clients.
more: your entrepreneurs need advice, but which kind? | three ways to work together on wealth | target the family ceo | how to implement collaborative wealth management | five challenges of liquidating a business
exclusively for pro members. log in here or 2022世界杯足球排名 today.
if you’re a cpa and you’re not actively overseeing all the people helping your clients with their financial lives, then you’re missing a big opportunity with your practice. you’re overlooking the opportunity to make a massive impact on the lives of your best clients, their families and the causes they care about.
to read the full article
