Compensation Planning, Financial Services and Tax Planning

How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

Harness Wealth

OCTOBER 8, 2024

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Be specific to attract your ideal tax client: When it comes to what sets your firm apart, be very clear.

Taxes

Taxes Clients Tax Planning Healthcare

Financial Advisors Selling to Corporate Executives

Prosperity Coaching

MAY 20, 2022

Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients.

Financial Advisor

Financial Advisor Financial Services Clients Compensation Planning

Financial Advisor Source

How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

Financial Advisors Selling to Corporate Executives

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