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Brad Smith
Managing Director at Intrinsic, LLC
Professional Background
Brad Smith is a seasoned professional in the fields of finance and tax law, bringing a wealth of knowledge and experience to his role as Managing Director at Intrinsic, LLC. With a robust background as a Valuation Analyst at Karsh Consulting, P.C., Brad has honed his analytical and strategic skills, playing an integral part in helping clients achieve their financial objectives. His unique blend of expertise in taxation and valuation allows him to offer valuable insights into complex financial situations, driving success for both individuals and businesses.
At Intrinsic, LLC, Brad leverages his extensive experience in tax law and finance to provide comprehensive advisory services, ensuring clients navigate the intricate landscape of financial regulations effectively. His keen understanding of tax laws empowers clients to optimize their tax strategies while remaining compliant with local and national regulations. Under his leadership, Intrinsic has grown its reputation as a trusted partner for companies seeking sound financial guidance and support.
Education and Achievements
Brad's impressive academic background laid the foundation for his successful career in finance. He earned his Bachelor’s Degree in Accounting and Finance from Drake University, where he developed a strong understanding of financial principles and practices. His academic journey continued at the University of Denver, where he pursued a Master’s Degree in Tax Law/Taxation. This advanced education equipped him with specialized knowledge that distinguishes him in the field, allowing him to tackle complex tax-related issues competently.
Over the course of his career, Brad has accumulated numerous accolades, both for his academic achievements and his professional contributions. His tenure at Karsh Consulting, P.C. as a Valuation Analyst was marked by a commitment to excellence, where he played a pivotal role in valuation projects that guided substantial financial decisions for a variety of clients. His work ethic and dedication to professional growth have made him a respected figure among peers and clients alike.
Achievements
Brad Smith's achievements are a testament to his expertise in tax law and finance. As Managing Director at Intrinsic, LLC, he has successfully overseen numerous high-profile projects that involve complex financial analysis and strategic planning. His hands-on approach to leadership fosters a collaborative environment that encourages innovation and continuous improvement.
Moreover, Brad's ability to communicate complex tax concepts in a clear and concise manner is highly regarded and has enabled him to build strong relationships with clients. He understands the importance of tailoring services to meet the specific needs of each client, ensuring personalized and effective financial solutions. This client-centric philosophy has not only bolstered client satisfaction but has also led to long-term partnerships and repeat business.
Brad's commitment to professional development and community engagement further distinguishes him in the industry. He continuously seeks opportunities to expand his knowledge and skills to stay abreast of the ever-changing financial landscape, contributing to industry publications, and sharing his insights at various conferences and workshops. His dedication to excellence and leadership has not gone unnoticed, earning him recognition as a thought leader in tax law and financial advisory services.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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