Here’s what you’re looking for: Anthony Glomski

FEATURED

Three Components of Collaborative Wealth Management

Two older businessmen talkingBONUS: The five meetings that will follow.

By Anthony Glomski
Your $5 Million High-Net-Worth Practice

Just like starting a business or building a practice, most of your successful clients know that nothing truly valuable is free or easy. Same goes for their pursuit of financial freedom. It will take hard work, discipline and smart thinking to overcome and solve those challenges.

MORE: Cashing Out: Your Business Clients’ Five Big Issues
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

But what most Type-A business owners, executives and professionals you work with don’t realize is that they don’t have to do it alone. There is plenty of help available to empower them to close the gap between where they are today and where they want to be down the road. Chances are they’re going to reach out to reach out to you (their CPA) first for guidance. Will you be ready when they call?
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ADVISORY & CONSULTING

Cashing Out: Your Business Clients’ Five Big Issues

Five challenges to anticipate.

By Anthony Glomski

My years of experience helping successful entrepreneurs, combined with my research and interviews with experts in the area of successful business exits, have helped me to identify five key financial challenges that must be addressed by entrepreneurs who are planning to cash out of their businesses.

The objective is to help business owners make a smooth and successful transition from where they are today to where they want to be post-exit.

Let’s look at five of the top challenges in more detail. READ MORE →

CLIENT SERVICE OPPORTUNITIES

The 5 Meetings of the (True) Wealth Management Process

 

Flow chart of process

Why each is necessary.

By Anthony Glomski

As discussed in Collaborative Wealth Management: Defining the Framework, it’s in vogue for financial services workers to call themselves wealth managers or wealth advisors. But, research shows that only a small fraction of these workers really provide clients with a complete and consultative approach to managing their complex financial lives.

MORE: Protect Your Clients’ Assets | Even Entrepreneurs Must Diversify | When Clients Cash Out: Four Smart Financial Moves
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Regardless of which acronym(s) you have on your business card after “CPA,” one way to assure clients and prospective clients that you’re a true wealth manager is to have a carefully defined wealth management process in place.
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CLIENT SERVICE OPPORTUNITIES

Collaborative Wealth Management: Defining the Framework

Three key components for helping clients achieve financial success.

By Anthony Glomski

Just like starting a business or building a practice, most of your successful clients know that nothing truly valuable is free or easy. Same goes for their pursuit of financial freedom. It will take hard work, discipline and smart thinking to overcome and solve those challenges.

MORE: Protect Your Clients’ Assets | Even Entrepreneurs Must Diversify | When Clients Cash Out: Four Smart Financial Moves
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

But what most Type-A business owners, executives and professionals don’t realize is they don’t have to do it alone. That’s where you come in as your client’s most trusted advisor. Will you be ready when they reach out to you for help?
READ MORE →

CLIENT SERVICE OPPORTUNITIES

Protect Your Clients’ Assets

Digital visualization of a blue alarm clockGet the plans locked down.

By Anthony Glomski

Let’s look at ways to help your clients minimize taxes when they sell their business, to avoid leaving money on the table and to reduce concentration risk.

MORE ON LIQUIDITY: Even Entrepreneurs Must Diversify | When Clients Cash Out: Four Smart Financial Moves
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Here we’ll take a closer look at two common missteps that business owners and their advisors make during the exit process – and how to avoid them.
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