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How Independent Financial, Tax, and Legal Advisors Can Build Loyalty With Clients

Access your complimentary article titled “How Independent Advisers Build Loyalty”, written by Harness Wealth founder and CEO David Snider, and learn how small and medium sized professional service firms can outperform that larger well-established competition

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Investment/Retirement Planning
Tax
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In a world where innovation has created significantly more consumer choices and consolidation has resulted in industry leaders having more cost and operational advantages, how do independent financial, tax, and legal advisors survive and thrive?

Learn how to effectively adjust the following three levers to win and maintain new clients:
  • Pricing
  • Technology Enablement
  • Service that Exceeds Expectations

Get the information you need to outperform your competition, enhance the relationship with your existing clients, and attract the next generation of new clients