The First Customer - The Path from Real Estate Mogul to Wealth Tech Innovator with CEO David Snider

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 Wealth https://www.harnesswealth.com/ David Snider"s LinkedIn https://www.linkedin.com/in/sniderdavida/ Connect with Jay on LinkedIn https://www.linkedin.com/in/jayaigner/ The First Customer Youtube Channel https://www.youtube.com/@thefirstcustomerpodcast The First Customer podcast website https://www.firstcustomerpodcast.com Follow The First Customer on LinkedIn http://www.linkedin.com/company/the-first-customer-podcast/