In this episode, I was lucky enough to interview David Snider, founder and CEO of Harness Wealth. Growing up in Boston, David's early exposure to financial services and an interest in problem-solving shaped his career. After co-founding and helping grow Compass, a major real estate brokerage, he realized that navigating tax and financial complexities was a major challenge for business owners and high-growth employees. His personal experience with a missed tax-saving opportunity underscored the need for better financial advisory services tailored to the next generation of wealth creators. David explained the unique challenges of launching a two-sided marketplace, balancing the need to attract both financial advisors and high-net-worth clients. He initially leveraged personal connections and digital marketing to onboard advisors while refining the platform’s value proposition. Over time, Harness Wealth shifted focus to providing a technology-driven tax platform that empowers independent advisors to enhance their services. Watch how David honed his sales skills through hands-on experience, recognizing that success in entrepreneurship often requires stepping outside one’s comfort zone in this episode of The First Customer!Guest Info:Harness Wealthhttps://www.harnesswealth.com/David Snider's LinkedInhttps://www.linkedin.com/in/sniderdavida/Connect with Jay on LinkedInhttps://www.linkedin.com/in/jayaigner/The First Customer Youtube Channelhttps://www.youtube.com/@thefirstcustomerpodcastThe First Customer podcast websitehttps://www.firstcustomerpodcast.comFollow The First Customer on LinkedInhttp://www.linkedin.com/company/the-first-customer-podcast/

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