Here’s what you’re looking for: Anthony Glomski and Russ Alan Prince

And what they need.

By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice

By design, the clientele of an accounting firm’s high-net-worth practice is the wealthy, defined as having a net worth of $10 million or more.

MORE: 16 Questions to Set Your Practice Goals | 6 Steps to Maximize Referrals | A High-Net-Worth Practice in Four Steps | How to Attract the Super-Rich
Exclusively for PRO Members. Log in here or upgrade to PRO today.

We know that with clients at this level of net worth, you can indeed build a $5 million high-net-worth practice.
READ MORE →

How to foster opportunities from your wealthiest clients.

By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice

As part of the Discovery process, you are ascertaining who your wealthy clients can refer to you. In empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. They also say that this happens because they do an excellent job for their clients.

MORE: 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
Exclusively for PRO Members. Log in here or upgrade to PRO today.

Another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.
READ MORE →

How to maximize referrals.

By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice

As part of the Discovery process, you are ascertaining who your wealthy clients can refer to you. In empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. They also say that this happens because they do an excellent job for their clients.

MORE: 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
Exclusively for PRO Members. Log in here or upgrade to PRO today.

Another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.
READ MORE →

What do they truly want? 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: 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
Exclusively for PRO Members. Log in here or upgrade to PRO today.

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.
READ MORE →