Nerd's Eye View

SEPTEMBER 5, 2022

FutureProof and XYPN LIVE announce the finalists for their FinTechX Demo and AdvisorTech Expos to highlight new advisor technology innovation. Orion (re-)partners with Apex Clearing with an integrated financial-planning-and-digital-account-opening experience for younger clients with smaller accounts.

Financial Advisor 241

Financial Advisor Estate Planning Accounting Taxes 241

The Reformed Broker

NOVEMBER 20, 2023

.” This is the phrase that came to mind as I was watching Josh Smith walk us through the demo of VRGL last week. I thought to myself it would be impossible for a mediocre financial advisor to hold onto a client relationship if something like this were in use by a rival advisor.

Financial Advisor 169

Financial Advisor Clients Taxes 169

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: CRM system centralizes all client and prospect information, helping tax firms manage client interactions and replacing manual systems like spreadsheets. A client portal serves as a one-stop shop for client collaboration and managing client tasks. Table of Contents: The Basics: What is a CRM?

Taxes 52

Taxes Clients Management Communication 52

The Big Picture

OCTOBER 30, 2023

Financial Times ) • When Sunset’s NOT SELLING: Nobody Is Buying the Fanciest LA Real Estate With a new mansion tax, fleeing insurers, and knock-on effects of the strike, multimillion-dollar homes are sitting, and sitting, on the market. trillion in client assets. Does the Confidence Index Say We’re in a Recession?

Financial Services 130

Financial Services Food Assets Insurance 130

eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. You should also think through how your tech tools’ capabilities can evolve with your clients’ needs over time.

CFP 76

CFP Financial Planning Clients Planning 76

Harness Wealth

NOVEMBER 30, 2023

In November 2023, Harness Tax hosted a webinar that we called “Learn to Love Accounting Again – Redesign Your Practice for 2024.” Choosing the right clients, not just all clients To jump into the discussion of choosing the right clients for your business, Kirk Chisholm shared some anecdotes from his business journey.

Accounting 52

Accounting Taxes Clients Compliance 52

Harness Wealth

DECEMBER 18, 2023

Not only is there the constant pressure of needing to get everything done without the slightest error, but overbearing client communication, ever-evolving IRS rules and regulations, and the grueling hours of the busy season can make many CPAs question their career choice at one point or another.

Accounting 52

Accounting Taxes Clients Management 52