You need to listen between the lines.
By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice
Take a moment to consider:
How hard is it to find and bring on a wealthy client?
What does it take to keep a wealthy client highly satisfied and doing more business with you?
MORE: Here’s Where Your Next $5 Million Is Coming From | Four Steps to a High-Net-Worth Practice | Three Ways the Wealthy Use Life Insurance | Help Clients Avoid Fallout from Personal Complications | Why Tax Planning Matters So Much to the Wealthy
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It commonly takes a lot to win a wealthy individual or family as a client. It takes a lot of effort to keep the wealthy as clients, let alone do more business with you. Not only must you deliver top-quality expertise, but you often need to create a sensational experience. You must build a high level of rapport. Yet, a great many accountants are not maximizing their relationships with their wealthy clients.
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