#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman – Go Health Pro
Welcome everyone! Welcome to the 421st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel, though, is how … Read more
