Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.

Taxes 52

Taxes Clients Compliance Tax Planning 52

Harness Wealth

MAY 9, 2025

Understanding an external sale as a part of your exit strategy Technology modernization as a foundation for the next generation Understanding the owner’s exit strategy why timing is everything What factors influence an exit timeline? Table of Contents Why is succession planning so vital for tax advisory practices?

Taxes 52

Taxes Planning Accounting Clients 52

Harness Wealth

MAY 9, 2025

Understanding an external sale as a part of your exit strategy Technology modernization as a foundation for the next generation Understanding the owner’s exit strategy why timing is everything What factors influence an exit timeline? Table of Contents Why is succession planning so vital for tax advisory practices?

Taxes 52

Taxes Accounting Planning Clients 52