The Nexus Point Podcast
The Nexus Point Podcast
Podcast Description
Shaping the Future of Accounting Firms.
Where strategy, innovation, and vision meet. NexusPoint dives into the critical junctures transforming the accounting industry, showcasing actionable insights from trailblazers redefining success.
Podcast Insights
Content Themes
The podcast emphasizes themes such as the evolution of accounting firms, technological advancements like AI and automation, cultural aspects of firm ecosystems, and tax research innovations, with episodes discussing building CPA firm ecosystems, the impact of tech on talent acquisition, and the role of AI in tax research.
Shaping the Future of Accounting Firms.
Where strategy, innovation, and vision meet. NexusPoint dives into the critical junctures transforming the accounting industry, showcasing actionable insights from trailblazers redefining success.
<!–td {border: 1px solid #cccccc;}br {mso-data-placement:same-cell;}–>What’s the future of professional services? How can technology and innovative solutions transform industries like accounting, wealth management, and estate planning?
Join us on The Nexus Point as Jeff Bruskin sits down with David Snyder, CEO of Harness Wealth, to discuss the platformization of professional services and how his company is reimagining the industry. David shares insights on:
The evolution of CPA firms and their integration with wealth management services
The role of technology in enhancing efficiency and creating scalable solutions
Challenges and opportunities for small- to mid-sized CPA firms in adopting innovative models
The future of interconnected services and why community building matters
Discover how Harness Wealth uses cutting-edge technology and concierge services to simplify tax processes, power CPA firms, and improve client experiences.
💡 Don’t miss the chance to explore forward-thinking ideas for the future of professional advisory services.
Subscribe for more episodes of The Nexus Point!
#ProfessionalServices #WealthManagement #CPA #Technology #FutureOfWork
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