David Snider (@DavidSniderHW) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate pros. After stints at Bain Capital and Compass (where he helped raise $300 M and reach a $1.8 B valuation), David set out to fix the fragmented tax experience for equity owners and growing businesses.
In this episode, Chris and David cover:
- Why most founders miss huge tax-planning opportunities—and how Harness closes the gap
- The tech stack that lets CPAs spend less time chasing documents and more time giving advice
- Harness’s marketplace model: matching clients to vetted specialists without big-firm markups
- What David learned at Bain & Compass about scaling trust-based advisory businesses
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
