Plus three guidelines for setting financial targets.
By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice
The accounting business was changing even before the onset of the COVID-19 crisis.
MORE: 6 Steps to Maximize Referrals | It’s All About Your Wealthy Clients | Conviction + Process + Expertise = Your Next $5 Million | A High-Net-Worth Practice in Four Steps | Don’t Ignore Life Insurance | Adultery and Other Messy Situations | How to Attract the Super-Rich
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Three of the factors that are possibly impinging on your ability to be as successful as you want include:
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- Significantly increased competition: From more accountants to other professionals encroaching on some of the expertise accountants provide, there is greater competition for the better clients.
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