Harness Wealth

APRIL 17, 2025

Professional services require documentation that shows a direct benefit to your business, supported by contracts or engagement letters. This encompasses a wide range of insurance types, from basic liability and property coverage to specialized policies like professional liability, cybersecurity, and business interruption insurance.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Steve Sanduski

AUGUST 21, 2024

Guests: Susie Cranston , President and Chief Operating Officer of Cresset , a family office RIA firm with more than $50 billion in assets under management. Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance. Otherwise, what’s all that hard work — and AUM — really for?

Clients 59

Clients Banking Accounting Professional Services 59

Inside Information

APRIL 26, 2024

(In fact, it would just give consumers a clearer choice: they could freely choose between somebody who has chosen to be paid to recommend certain products vs. a professional who has given up those conflicts and works purely in the best interests of the client.) In every other service business, professionalism relates to conduct and service.

Fee Only 40

Fee Only Professional Services Clients Management 40