Entrepreneurship 101 · Business
Building an Integrated Tax and Advisory Firm with Daniel Richter | Entrepreneurship 101
· 44 min 7 sec · Hosted by Daniel Lucas
Episode description and notes
On Entrepreneurship 101, Daniel Richter, Founder and Principal of Richter Tax & Advisory, discusses building a firm that brings tax planning and financial advice together. He shares what inspired him to leave a secure job and start the business, how he works to deliver clear, practical guidance, and the challenges of growing a client focused firm while raising a family. The conversation explores the gap between tax preparation and financial planning, making difficult decisions for clients, setting boundaries, avoiding founder bottlenecks, and deciding what technology should and should not automate. Daniel also reflects on how to measure whether an integrated advisory model is truly serving clients—and what he hopes Richter Tax & Advisory will be known for as it grows. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcript and source
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