Three worksheets to guide you.
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: Your Entrepreneurs Need Advice, but Which Kind? | Three Ways to Work Together on Wealth | Target the Family CEO | How to Implement Collaborative Wealth Management | Five Challenges of Liquidating a Business
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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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