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.
Best podcasts with Daniel Friedman
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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.
Dec 15, 2025 • 25min
Why Tax Proficiency is the new baseline of trust with Daniel Friedman
In this discussion, Daniel Friedman, CEO of WMGNA Tax Out Financial Solutions, shares his three decades of experience in tax-led financial advisory. He emphasizes why tax proficiency is now essential for building trust with clients. Daniel explains the growth of their subscription model that encompasses tax prep and planning. He also highlights how proactive tax conversations can prevent surprise bills, and underscores the importance of coordinating with tax professionals for improved client outcomes.
