Nerd's Eye View

JANUARY 3, 2025

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

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Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Nerd's Eye View

OCTOBER 13, 2023

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Financial Planner 246

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Harness Wealth

MARCH 14, 2025

Harnesss in-house support team assists with operational and administrative tasks such as sending engagement letters, generating invoices, and troubleshooting client issuessignificantly reducing the time advisors spend on onboarding and client management. hours per client in onboarding alone.”

Taxes 52

Taxes Compliance Tax Planning Clients 52

Harness Wealth

MAY 2, 2025

Alternative Minimum Tax (AMT) Planning Manage income and deductions: With the increased likelihood of AMT exposure due to the lower exemption amounts, tax advisors should help clients manage the timing of income and deductions to potentially reduce AMT liability. This article is a product of Harness Tax LLC.

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Taxes Clients Insurance Distribution 52

Harness Wealth

SEPTEMBER 23, 2024

In this article, we explore solutions to optimize your tax practice so that you can maintain your existing work and introduce new, higher-value services, too. This article should not be considered tax or legal advice and is provided for informational purposes only. Registration does not imply a certain level of skill or training.

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Taxes Clients Compliance Tax Planning 52

FMG

OCTOBER 6, 2022

Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors. Learn more about how Redtail and FMG Suite work hand-in-hand to help you target your ideal clients and develop strong relationships. Let Us Do It For You! Want to save time on marketing?

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Financial Advisor Clients Communication Financial Planning 83

Harness Wealth

SEPTEMBER 23, 2024

This could be a weekly or monthly CRM review as part of your pipeline and client management process. Schedule an intro with Harness today to see how our modern tax practice management software, in-house concierge team, curated high-value client introductions, along with our professional community can support your tax practice.

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Taxes Clients Management Communication 52