The 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
Exclusively for PRO Members. Log in here or upgrade to PRO 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.
TO READ THE FULL ARTICLE
