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.

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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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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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