Audible. Only £0.99 a month for the first 3 months + £10 Audible voucher. Pay £0.99 for the first 3 months, and £7.99/month thereafter. Renews automatically. Start my membership.

Harnessing the Future: Technology's Role in Advisory
Nov 12 2024
Length: 32 mins
Podcast

Failed to add items

Sorry, we are unable to add the item because your shopping cart is already at capacity.

Add to basket failed.

Please try again later

Add to wishlist failed.

Please try again later

Remove from wishlist failed.

Please try again later

Adding to library failed

Please try again

Follow podcast failed

Unfollow podcast failed

Harnessing the Future: Technology's Role in Advisory

Listen for free

View show details

Summary
On Episode 185 of The Unique CPA, Randy digs into advisory platforms with David Snider, CEO and founder of Harness Wealth. Harness is one such platform making waves in the profession, and David, in discussing his journey from the real estate tech industry to tax and wealth management, explains how these worlds linked together for him to found Harness. Sharing his understanding of how technology can improve the efficiency and effectiveness of tax advisors, helping them to better serve their clients, David spotlights various industry challenges, the importance of specialization, and the need for innovation in the tax advisory space, all of which he has addressed in creating a unifying platform that can aid advisors in client acquisition and managing their practices more efficiently.

Get the full show notes and more resources at TheUniqueCPA.com

Show More Show Less

Show More Show Less

What listeners say about Harnessing the Future: Technology's Role in Advisory

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews

No Reviews are Available

Report a review on Amazon