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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman – Go Health Pro

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#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

The 2025 Guide to Buying Blog Posts Online – Go Health Pro

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The 2025 Guide to Buying Blog Posts Online – Go Health Pro

Reasons To Buy Blog Posts Online Before exploring how to fully realize the benefits of buying blog posts, it is helpful to understand what those benefits are. For many brands, this is the optimal way to generate content for a blog. The following are five of the most significant advantages to buying a blog: Fresh … Read more

The Domo.AI vision: Agentic workflows that create value – Go Health Pro

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The Domo.AI vision: Agentic workflows that create value – Go Health Pro

AI can do much more than make individual employees more productive—with a thoughtful strategy, it can transform your industry.   To turn this vision into reality, businesses need AI solutions that are not only ambitious but also practical and adaptable. That’s where Domo steps in. Domo.AI is built to meet the challenges of today’s AI landscape. While many … Read more

Fintechs are building global platforms: what can banks do about it? – Go Health Pro

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Fintechs are building global platforms: what can banks do about it? – Go Health Pro

It’s funny how things go around and come around again. For years, I’ve been bemused why banks cannot merge and be successful across borders. There have been almost zero European bank mergers of any size that are cross-border and the few that exist – Santander, Unicredit, Nordea to name a few – have all found … Read more

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