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How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

Harness Wealth

Harness largely attracts employees, founders, and investors in technology, healthcare, management consulting, financial services, and other high-earning industries who need help managing equity compensation and other complex tax needs.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.