client service opportunities

why millennials are the answer

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millennial clients will make your firm smarter, faster, and more profitable.

by frank stitely
the relentless cpa

do you know why millennials can’t buy houses?

  • avocado toast is expensive.

more: why small firms can win the talent wars | the fool in the room | the 3 biggest tech failures of accounting firms | 7 steps to effective project management | wip-ing clients into shape | how to be the chief communicator | how to teach reviewing and time management | 4 steps to take before next tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how many millennials does it take to change a light bulb?

  • none. they accept it for what it is.

why do millennials always type in lower case?

  • they reject capitalism.

what is a millennial’s favorite fragrance?

  • scents of entitlement.

buy me a craft beer, and i’ll tell you a half dozen more. now, after all of the above, i’m about to tell you why you need millennials as clients and how they increase the efficiency of your firm.

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replay: how to dazzle clients in the covid age

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卡塔尔世界杯常规比赛时间 expert contributor shows how to make more money with the clients you already.

^ click to play video

eileen j. kennedy, ceo of the kennedy factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the age of the coronavirus.

more video from 卡塔尔世界杯常规比赛时间: three hidden surprises in ppp loan forgiveness |  judy trepeck on how to think beyond accounting, with steven sacks |  attaching files to a chat or post in ms teams |  how to add visuals to a message in ms teams | bill reeb: new rules for the covid era  | composing text messages in ms teams  | when covid ‘got real’ |  the covid outlook: a long, slow climb back to recovery  | composing chats and posts in ms teams  | how to fight covid-19 ‘fear’ and ‘insecurity’ | covid: learning how to operate in the new normal  |  what comes after coronavirus? | covid and client communications | andrew argue is on a mission  |  covid slams u.k. accountants, too  | covid crisis separates the winners from losers  | go remote with this app you already own [#wfh]  | geared up for exponential growth at mowery & schoenfeld cpas  |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you can thrive for years to come – if you take the covid crisis as a call to reinvent your practice, kennedy tells attendees of the free 30-minute flash briefing aired live by 卡塔尔世界杯常规比赛时间.

> hit “play” to stream the podcast or download it here

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building a high-net-worth practice during covid-19

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woman and man wearing masks, looking at laptopthe four types of professionals … and which one you need to be.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

over the last decade with rising markets and the ranks of the wealthy swelling, it has certainly been possible to build a $5 million high-net-worth practice.

more: the essential process for building a high-net-worth practice | what the wealthy need | setting financial and practice goals during covid-19 | 4 components of a high-net-worth practice | life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

even with soaring competition, using the very same approach as we are discussing, you could have consistently generated those kinds of revenues or better.

so, what is the difference today? the difference is covid-19.
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the essential process for building a high-net-worth practice

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businessman working netbook outdoors, wearing sunglassesvital to coping with the covid-19 crisis.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

a lot goes into building a $5 million high-net-worth practice.

more: what the wealthy need | setting financial and practice goals during covid-19 | 4 components of a high-net-worth practice | life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it is a given that you will need wealthy clients. for most accountants, most of these wealthy clients are very likely to be successful business owners. but that is not always the case. you can potentially achieve your financial end goals with wealthy inheritors, for example.

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what the wealthy need

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and 4 qualities they often have.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

by design, the clientele of an accounting firm’s high-net-worth practice is the wealthy, defined as having a net worth of $10 million or more.

join glomski and prince for “how to build a pipeline of new high-value clients” oct. 6, 1 pm et. get the details here

more on building a high-net-worth practice: setting financial and practice goals during covid-19 | 4 components of a high-net-worth practice | life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we know that with clients at this level of net worth, you can indeed build a $5 million high-net-worth practice.

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