BONUS CASE STUDY: The CPA who saved a family’s net worth.
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: What Level of Advice Do Entrepreneurs Need? | Three Approaches to Investment Consulting | The Role of the Personal CFO | Three Components of Collaborative Wealth Management | Cashing Out: Your Business Clients’ Five Big Issues
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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.
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