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Daniel Friedman

CEO of WMGNA, a hybrid advisory firm managing approximately $270 million in assets. Known for integrating tax preparation into client services while outsourcing the preparation work.

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Jan 21, 2025 • 1h 24min

Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value with Daniel Friedman

Daniel Friedman, CEO of WMGNA, shares insights from his hybrid advisory firm managing $270 million in assets. He discusses integrating outsourced CPA tax preparation into client services, allowing his team to focus on tailored tax strategies. Friedman elaborates on the 'Restylement' concept, helping clients redefine life transitions, and underscores the importance of a ‘director of first impressions’ in client relations. He also highlights the unique subscription-based fee model and the rare invocation of a money-back guarantee, which speaks to his firm's commitment to exceptional service.