David Snider
Founder and CEO of Harness Wealth, with prior leadership at Compass where he helped build technology to empower advisors; focuses on modern platforms for tax and wealth advisory serving complex clients.
Best podcasts with David Snider
Ranked by the Snipd community
Sep 19, 2024 • 24min
Harnessing Technology: The Future of Tax Advisory
David Snider, founder and CEO of Harness Wealth, dives into technology's transformative power in tax advisory. He outlines three critical phases of tech adoption that firms must embrace. Snider emphasizes the importance of practice management software to enhance operational efficiency and client engagement. He advocates for proactive communication with clients, especially during peak tax seasons. The conversation also touches on the necessity of investing time and resources in new technologies for lasting impact in the industry.
Apr 4, 2025 • 39min
Reinventing Traditional Services through Modern Platforms, with David Snider CEO of Harness Wealth
David Snider, founder and CEO of Harness Wealth, previously helped build advisor-focused tech at Compass. He discusses powering advisors with platforms rather than replacing them. He explains applying a Compass-like model to tax for complex clients with equity, crypto, and private investments. He covers data-driven workflows, curation of top advisors, and why human expertise still matters in high-value financial services.
