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
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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?

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Anthony Glomski



About the Author

Anthony Glomski is the principal and founder of AG Asset Advisory, an SEC-registered investment advisory firm in Los Angeles.

Anthony Glomski helps CPAs grow their businesses by becoming thought leaders transitioning from tax preparers to personal CFOs. He is the author of the book Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit and the founder of AG Asset Advisory, an internationally recognized SEC-registered multi-family office. He has been featured in Forbes, U.S. News & World Report, Yahoo Tech and other national media. Away from the office Anthony is a member of the Silicon Beach Surf Club and the Porsche Club of America. He can be reached at aglomski@agassetadvisory.com.

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