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.

Episoder(134)

Episode 110: Amy Byrne, Compass Charleston South Carolina. Real Estate, Boats, Fishing, & Costa Rica

Episode 110: Amy Byrne, Compass Charleston South Carolina. Real Estate, Boats, Fishing, & Costa Rica

I welcome my good friend & fishing partner Amy Byrne to The Real Takk Pod.  Amy is our Founding agent of Compass in our Charleston South Carolina market, bringing over a decade of business experience ...

5 Sep 202457min

Episode 109: Miami Market Insider Levi Meyer on Compass Miami, Brickell Real Estate, & Condo HOA Rules

Episode 109: Miami Market Insider Levi Meyer on Compass Miami, Brickell Real Estate, & Condo HOA Rules

One of our founding agents at Compass Miami, Levi Meyer, is back on the pod to give us the latest on the Miami market, updates on developments in Brickell, and new HOA and Condominium Board regulation...

21 Aug 20241h 6min

Episode 108: Maggie Wu, Reality TV Star, 30 Under 35, Founder of the W Team, & The Mindset of a Top Young Entrepreneur

Episode 108: Maggie Wu, Reality TV Star, 30 Under 35, Founder of the W Team, & The Mindset of a Top Young Entrepreneur

I'm thrilled to have my good friend and industry colleague Maggie Wu on the Real Takk Pod! Maggie, the youngest of three, was raised in Hong Kong before moving to the US to attend the prestigious Pedd...

19 Jul 202441min

Episode 107:  Jon Capobianco W/ The De Niro Team, The Very Well Rounded Broker of Ex-Compass & Now Elliman

Episode 107: Jon Capobianco W/ The De Niro Team, The Very Well Rounded Broker of Ex-Compass & Now Elliman

Pleased to have my friend & industry colleague Jon Capobianco, one of the newest additions to Ellimans De Niro  Team on the Real Takk Pod. Did you know? Jon used to bike over the Queens Bridge everyda...

11 Jul 202440min

Episode 106: Ryan Garson, The Very Social Broker of Compass

Episode 106: Ryan Garson, The Very Social Broker of Compass

Ryan Garson of Compass joins the pod to discuss all things social media, our business, his early beginnings, successes, failures, what it's like having Rob Reffkins' mother on his team, and more.  Rya...

18 Jun 202435min

Episode 105: Kael Goodman of Marketproof, the #1 Data Source of New Dev & Real Estate Listings Data

Episode 105: Kael Goodman of Marketproof, the #1 Data Source of New Dev & Real Estate Listings Data

NYC Real Estate Powerhouse Kael Goodman Returns! We're thrilled to welcome back Kael Goodman, Founder & CEO of Marketproof, the industry-leading real estate data platform. Used by top brokers, banks, ...

29 Mai 202431min

Episode 104: Onie Bolduc, Park City Real Estate & Wohali Park City

Episode 104: Onie Bolduc, Park City Real Estate & Wohali Park City

Onie Bolduc, is a true mountain native from a family of real estate professionals.  Born & raised in arguably one of the BEST areas in the United States, Vail Colorado, Onie attended the University of...

26 Apr 202441min

Episode 103: Mark McLaughlin, Chief Real Estate Strategist of Compass

Episode 103: Mark McLaughlin, Chief Real Estate Strategist of Compass

Pleased to have Compass Chief Real Estate Strategist Mark McLaughlin on the Real Takk Pod to discuss all things real estate at the operational end, his beginnings, the growth & sale of his previous br...

12 Apr 202425min

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