Episode 54:  David Snider with Harness Wealth, & Ex-COO / CFO of Compass.  How Money is Raised, Securing a Lead Investor, On Softbank, Securing Your Financial Future After Liquidity Event

Episode 54: David Snider with Harness Wealth, & Ex-COO / CFO of Compass. How Money is Raised, Securing a Lead Investor, On Softbank, Securing Your Financial Future After Liquidity Event

David is one of the most successful individuals I have encountered in my life, and probably one of the top serial entrepreneurs in NYC in the last 10 years. Success can be defined in various ways, both subjectively and objectively. But to rattle off a few facts, David's completed his undergrad at Duke, attended HBS, & worked in the corporate field at Bain for a few years, published a book "Money Makers", (available on Amazon), all before turning 30.

We met around 8 years ago at Urban Compass, at a small loft office in Soho with just a few brokers and a dozen engineers. He started there as the COO, then eventually became the CFO & handled the financial operations of Compass until it became a $2B company.

Fast forward to today, David is the founder & CEO of Harness Wealth, an early-stage consumer wealth tech company dedicated to helping clients unlock financial opportunities to achieve their best financial future through their customized approach. Find out how:

-To pick the right team after a liquidity event

-Securing your financial future by picking you the right financial advisory team

-Tax structures that small business owners may not be aware of that is to the benefit of a business owner

Follow David on IG at @harnesswealth or his website www.harnesswealth.com.

Jaksot(134)

Episode 86, Jordan Sachs, Founder of BOLD NY, On Real Estate Investments & Ground Up Brokerage Strategy

Episode 86, Jordan Sachs, Founder of BOLD NY, On Real Estate Investments & Ground Up Brokerage Strategy

Pleased to have Jordan Sachs on the Real Takk Podcast. Jordan was the co-founder & CEO of BOLD New York, a residential real estate brokerage in NYC that at its height, exclusively represented about 15...

8 Elo 202358min

Episode 85, Joe fox, Operator & Manager of NYC Multi Family Residential, Commercial Mixed Use, Coops & Condos.

Episode 85, Joe fox, Operator & Manager of NYC Multi Family Residential, Commercial Mixed Use, Coops & Condos.

Joe Fox is one of the most experienced operator & manager of NYC multi family properties, coops, and condominiums in NYC .  So what does an operator & manager of NYC multi family & commercial mixed us...

17 Heinä 20231h 36min

Episode 84: Elizabeth Ann Stribling-Kivlan, On Stribling, Representing The Plaza, Acquired by Compass, & the State of the Brokerage Industry

Episode 84: Elizabeth Ann Stribling-Kivlan, On Stribling, Representing The Plaza, Acquired by Compass, & the State of the Brokerage Industry

I am pleased to have NYC real estate legend Elizabeth Ann Stribling Kivlan AKA EA Stribling on the the pod.  EA is a born & raised, through & though 5th generation New Yorker.  She attended the Chapin...

20 Kesä 202357min

Episode 83:  What is Eagle 9 Title Policy? What does Compass buying Title Companies Mean?

Episode 83: What is Eagle 9 Title Policy? What does Compass buying Title Companies Mean?

This episode dives into all things Eagle 9 Title Insurance, standard title insurance, and Compass buying up Title Companies mean for the industry with Title Vest Titans Courtney Ronan & Joshua Bolden....

1 Kesä 202359min

Episode 82:  15 Lessons in 15 Years.  Smooth Seas Do Not Make A Good Sailor!

Episode 82: 15 Lessons in 15 Years. Smooth Seas Do Not Make A Good Sailor!

To mark my 15th year in the real estate business in NYC, I hop on my pod to discuss 15 lessons that fellow small business owners, real estate brokers, & industry insiders can learn from.   Full episod...

17 Touko 202337min

Episode 81: Bob Knakal, A Legend Amongst a League of Legends.$20B+ Sold in Aggregate Volume, A NYC Storyteller & Master of The Deal

Episode 81: Bob Knakal, A Legend Amongst a League of Legends.$20B+ Sold in Aggregate Volume, A NYC Storyteller & Master of The Deal

(Recorded on April 2023). Had a great chat with NYC real estate broker & RE legend Bob Knakal on this episode.   We often abuse the word GOAT in the world of sports & business.  If one were to not use...

25 Huhti 20231h 6min

Episode 80: Jackson Hole Wyoming Real Estate with Colby Murphy, Real Estate Agent & Professional BMX Rider

Episode 80: Jackson Hole Wyoming Real Estate with Colby Murphy, Real Estate Agent & Professional BMX Rider

Welcome to Jackson Hole!  I welcome my guy Colby Murphy on the Real Takk Pod to discuss all things Jackson Hole & Teton Village Real Estate.  The land of The Grand Tetons, Jackson Hole is not just a b...

28 Maalis 202342min

Episode 79:  Jason Saft, Staged to Sell, the Beast Before the Beauty, from Untouchable to Unstoppable

Episode 79: Jason Saft, Staged to Sell, the Beast Before the Beauty, from Untouchable to Unstoppable

I truly believe what Jason is doing is one of the most important aspects of successfully selling real estate. Most sellers leave the staging out of the sales equation due to their brokers inexperience...

2 Maalis 20231h 11min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
rahapuhetta
rss-laakispodi
rss-sisalto-kuntoon
herrasmieshakkerit
sijoituspodi
rss-seuraava-potilas
rss-draivi
rss-sami-miettinen-neuvottelija
sivutuloja-ja-sijoituksia
rss-lahtijat
rss-bisnesta-bebeja
rss-karon-grilli
rss-paasipodi
rss-porssipodi