article thumbnail

Financial Advisors Selling to Corporate Executives

Prosperity Coaching

Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients.

article thumbnail

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.

Taxes 52
article thumbnail

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.