What’s the future of professional services? How can technology and innovative solutions transform industries like accounting, wealth management, and estate planning?
Join us on The Nexus Point as Jeff Bruskin sits down with David Snyder, CEO of Harness Wealth, to discuss the platformization of professional services and how his company is reimagining the industry. David shares insights on:
The evolution of CPA firms and their integration with wealth management services
The role of technology in enhancing efficiency and creating scalable solutions
Challenges and opportunities for small- to mid-sized CPA firms in adopting innovative models
The future of interconnected services and why community building matters
Discover how Harness Wealth uses cutting-edge technology and concierge services to simplify tax processes, power CPA firms, and improve client experiences.
💡 Don’t miss the chance to explore forward-thinking ideas for the future of professional advisory services.
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