Feb 14, 2022
This week Will and Paul are joined by David Snider, Founder and CEO of Harness Wealth and Harness Tax. David brings some great insight into helping your clients who are building some, or all, of their wealth through equity. Listen in for some great insight into the mindset of that customer, and how you can better get in front of their key decisions.
To learn more about Harness Wealth, visit https://www.harnesswealth.com/.