Podcasts about holistiplan

In this Swift Chat conversation, Marie Swift speaks with Meaghan Dowd CAPI, CPRIA, PLCS, CLCS, Director of Insurance at Holistiplan, focusing on insurance planning and risk management for financial advisors, abut gaps in personal insurance coverage, such as issues with replacement cost, young drivers, and lifestyle factors like renovations or owning rental properties, that advisors often overlook when reviewing client needs.   Dowd explains how Holistiplan's risk management and insurance review tool goes beyond typical tax planning, offering a thorough needs analysis for any client, from renters to high-net-worth individuals. The software streamlines policy reviews, helping advisors identify gaps and ensure coverage aligns with lifestyle changes and asset growth. She also touches on common misconceptions about home valuation and replacement costs, emphasizing the importance of reviewing policies in light of actual rebuilding expenses rather than market or land value.   Drawing from her own broker experience, Dowd shares practical ways advisors can initiate insurance conversations, including using lifestyle questions and modular planning during client reviews. She also highlights her perspective on insurance as "wealth defense," underscoring how strategic insurance planning protects clients' financial plans from life's unexpected events.   Learn more about Meaghan Dowd and Holistiplan's Insurance Planning tool at www.Holistiplan.com/Platform/Insurance-Planning

Episode 114: This week, Kyle Van Pelt talks with Torie Happe, Head of Partnerships at Holistiplan. Torie began her career at LPL Financial, where she managed new accounts, led RIA conversions, and developed new operational procedures. In 2016, Torie transitioned into fintech at Riskalyze. She later held leadership roles at FIX Flyer and Onramp Invest before joining Holistiplan in 2022 as Head of Partnerships. Kyle and Torie discuss how Holistiplan enables advisors to turn complex tax returns into clear, actionable plans. Torie also discusses the difference between tax planning and tax advice, how firms can bridge that gap, and where Holistiplan seamlessly integrates into an advisor's tech stack. Torie also talks about Holistiplan's academic program, which provides hundreds of students with free access to the firm's award-winning software and a certification course to enrich their curriculum and credentials. In this episode: (00:00) - Intro (02:18) - Torie's money moment (06:16) - How Holistiplan has gone viral in the fintech space (08:04) - Making taxes simple and meaningful for clients (10:03) - The difference between tax planning and tax advice (11:40) - How advisors use Holistiplan alongside other tools (15:55) - Holistiplan's academic program (19:49) - Torie's outlook on the future of the industry (22:09) - Torie's Milemarker Minute Key Takeaways Simplicity wins. Magic happens when you make complex financial concepts simple enough for clients to actually understand and engage with. Use technology as a bridge, not a barrier. Fintech tools like Holistiplan are there to enhance advisor-client relationships, not replace them. Plan first, execute second. Tax planning lays out the "what-ifs." Tax advice executes the "what now." Small firms can thrive by focusing on that planning layer before involving a CPA. AI is powerful, but people are irreplaceable. While AI can streamline workflows, clients will still want authentic, face-to-face interaction with their advisors. Quotes "We took something really complicated (tax) and made it really simplistic for an advisor to understand." ~ Torie Happe "Tax planning is really just planning for your life. What are you doing with every dollar you've spent or will spend this year? The tax advice piece is that execution piece, and that's where you're going to your tax professional to execute on the plan that your advisor has built." ~ Torie Happe "Clients actually want to talk to a human. You're dealing with their everyday money and their lifestyle. They don't want to just be automated into whatever email campaigns or text messages you're going to send out." ~ Torie Happe Links  Torie Happe on LinkedIn Holistiplan Nitrogen The Outsiders Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Torie Happe, Head of Partnerships at Holistiplan, joins The Advisor Journey to discuss how tax planning has become a cornerstone of modern wealth management and why advisors leveraging tools like Holistiplan stand out in today's competitive landscape.In this engaging episode, Torie shares Holistiplan's journey from a grassroots solution with just a few thousand users to a platform now serving over 50,000 advisors. She explains how the tool empowers advisors to deliver “aha moments” for clients by uncovering overlooked opportunities, catching costly mistakes, and creating stickier, trust-based relationships.Torie also explores the evolving role of technology in advisory firms—covering the limitations of AI, the expansion into estate and insurance planning, and why trust remains the industry's true currency. She closes by outlining the three keys behind Holistiplan's rapid growth: flexibility, speed, and confidence—lessons that apply to both fintechs and advisory firms alike.Whether you're looking to deepen client trust, differentiate your services, or understand the future of advisor technology, this episode offers actionable insights and inspiration.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...

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In this episode of FinTech Impact, host Jason Pereira welcomes Alison Susko of Asset-Map and Torie Happe of Holistiplan to discuss the concept and importance of community-based marketing within the advisor technology sector. Alison and Torie share their backgrounds in financial services technology and how they developed successful community marketing strategies to promote their companies. They emphasize the value of building relationships, grassroots education, and collaboration within the industry. Their approach highlights the necessity of personal connections and proactive communication in achieving business success and driving innovation within the financial planning space. Hosted on Acast. See acast.com/privacy for more information.

Click here to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin focus on year-end planning strategies for financial advisors. They emphasize the importance of adding value to year-end planning by maximizing tax efficiency for clients. They discuss various tax-saving opportunities such as S Corporation elections, the Augusta Rule, cost segregation studies, and more! Wes encourages advisors to proactively engage with clients and their CPAs to uncover potential tax savings, thereby enhancing clients' profitability and quality of life. In today's episode we will cover: Year-end planning strategies and ideas Importance of helping maximize tax efficiency for clients Need for financial advisors to improve tax knowledge Proactive engagement with clients and their CPAs Identification of potential tax savings opportunities Use of tools like Holistiplan for tax analysis Positioning advisors as trusted partners in clients' financial journeys We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform University series.

For CMOs, strategy is as much about what not to do as it is about what to focus on. In this episode, we explore the transformative power of focus with three marketing leaders who have mastered the art of saying "no" to the nonessential.   Highlights include:  JD Dillon shares how Tigo Energy's "Green Glove Service" transformed customer service into a brand differentiator and rallied the entire organization around a simple, powerful concept.   Laura Beaulieu discusses her approach at Holistiplan to amplify customer voices through webinars and referrals, focusing on building an influencer pipeline that converts loyal customers into brand advocates.  Kevin Briody explains how Edmentum consolidated multiple websites to simplify the customer experience, reduce internal complexity, and drive more impactful marketing through a streamlined digital presence. (He's now CMO of Meteor Education).   We also cover the challenges of prioritizing in a fast-paced environment, strategies for creating impactful marketing initiatives, and the delicate balance between agility and focus. Tune in to learn how to drive greater impact by doing fewer things exceptionally well—and find out how to keep both your team and your brand centered on what matters most.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

⚒️ Apps mentioned today (let me know if I missed any)Drake for tax prep https://www.drakesoftware.com/Thomson Reuters UltraTax https://tax.thomsonreuters.com/en/products/ultratax-csCCH Axcess Tax https://www.wolterskluwer.com/en/solutions/cch-axcess/taxLacerte https://accountants.intuit.com/tax-software/lacerte/Intuit ProConnect for tax prep https://accountants.intuit.com/Pitbull for tax resolution https://www.pitbulltax.com/Canopy for tax resolution https://www.getcanopy.com/tax-resolutionRC Reports for reasonable compensation studies https://rcreports.com/Corvee for tax advisory https://corvee.com/TaxPlanIQ for tax advisory https://www.taxplaniq.com/Holistiplan for tax advisory https://www.holistiplan.com/SafeSend for tax workflow https://safesend.com/GruntWorx for tax workflow https://www.gruntworx.com/SurePrep for tax workflow https://corp.sureprep.com/TaxCaddy for tax workflow https://taxcaddy.com/Soraban for tax workflow https://www.soraban.com/StanfordTax for tax workflow https://stanfordtax.com/TruePrep for tax workflow https://www.trueprep.ai/

I am honored to have Cathy Curtis, CFP ®, founder of Curtis Financial Planning, return to XYPN Radio. It's been almost three years since Cathy last joined me on Episode 313, (linked below) where she delved into her passion for running a solo practice tailored primarily to women who are single, heads of household, and breadwinners. We dive into the technological enhancements Cathy has implemented since her last visit, from embracing Holistiplan to integrating Kwanti into her tech arsenal and other software tools that she uses daily. We touch on the importance of using a TAMP for those entering the industry and how many tools are now available to advisors considering opening their own firm.  One of the most compelling parts of our conversation centers around Cathy's AUM fee model where she describes how simplifying your fee structure is key over the long term. She eloquently discusses setting time boundaries with clients, which both assist your service model and build relationships that can last a lifetime. Cathy's confidence is contagious, and by the end of this episode, you'll feel more equipped to sell your own value.  We are incredibly lucky to have Cathy as part of the XYPN community and to have her return for a second conversation on XYPN Radio to share her sage advice with our members.   

Holistiplan works by scaling the process of tax planning so advisors can become both more comprehensive and efficient. Listen as Technology Solutions Consultant Mark Matheny from Osaic speaks with two knowledgable guests, Erik Berns from Holistiplan and Ryan Yamada from Osaics Financial Planning and Client Advice Team. Learn valuable information about reducing manual entry, equity compensation, tax planning versus tax advice and more.

Every client has this one thing in common … they want to reduce their taxes. And tax planning is immediate, it's tangible, it's one of the few things you can do for clients that's not based on helping them make behavioral changes. On this Elementality, Abby interviews Roger Pine of Holistiplan, a company that helps advisors simplify tax planning for their clients. 

Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode, Chris Field, Holistiplan's chief growth officer,  joins Jack Martin to […] The post Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52) first appeared on Simplicity InsurMark.

Host Brad Wright is joined by Holistiplan's Chief Growth Officer, Chris Field. They'll walk you through Holistiplan's tax planning software (even if you're not a CPA or an EA).  You'll learn how the software can help you: scale gain clients justify your fees You'll also learn about two books Chris has written on becoming a “Disruptor” and the non-profit Mercy Project, which he founded to use sustainability and empowerment to help rescue children out of slavery in Ghana. For more info on Holistiplan: www.Holistiplan.com  To reach Chris: Chris@Holistiplan.com

Join Josh and Emily as they share software recommendations!! Top recommendations: Calendar - Calendly or Acuity (leaning towards Calendly having more features) Payment processor - AdvicePay (included with FCN membership) Website - FCN offers a customized website template plus hosting, otherwise Squarespace or Wix CRM - Dubsado (but it takes a LOT to customize), Wealthbox (but will also take quite a bit of customization), or just a spreadsheet (for your first 5-6 clients) Coaching/budgeting software - FCN MoneyCoach Accounting software - Quickbooks Email marketing software - ehhh? Nothing really stands out as better than the rest. Debt management/planning software - undebt.it Design software - Canva (or hire someone!) Tax planning software - Holistiplan (though Josh is considering switching to FP Alpha) Financial Planning software - Right Capital (though Josh is reevaluating this and may switch to eMoney) Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch Looking for financial coaching software? Sign up for the interest list for FCN MoneyCoach, the premier cash flow analysis software for financial coaches and advisers. https://www.financialcoachesnetwork.com/money-coach Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

(0:25) Adam Holt- CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.(1:21) Kevin Lozer- Co-Founder of Holistiplan, and Principal/Founder Oakton Financial(2:50) Aaron Klein- Co-Founder and CEO at Riskalyze(5:04) Russell James- Professor of Charitable Financial Planning at Texas Tech University(7:25) Kristen Schmidt- Founder |Tech Strategist & Consultant at RIA Oasis and Fidelity Operations Summit Conference Speaker(9:50) Susan Mckenna- CEO of eMoney Advisor(12:11) Closing Remarks with James Werner, Co-Founder of Silicon Hills Wealth Management Hosted on Acast. See acast.com/privacy for more information.

Advisors won't want to miss today's episode featuring our guest, Roger Pine, CFA, CFP®, and Co-Founder at Holistiplan. Holistiplan is a market-leading tax planning software, built by advisors, for advisors. In the podcast, Roger stated, “I am passionate about being backstage in other people's journeys to being great advisors”. If simplifying tax season sounds appealing to you, listen to the episode to learn how Holistiplan can serve you, so you can better serve others. Join us today to learn about these things: How Roger got into the financial planning industry. (1:15) Does balance actually exist? (9:28) How his values drive him to serve and impact the industry. (15:04) Learn about his passion to equip advisors, by operating in the background. (29:19) RESOURCES Learn more: https://www.holistiplan.com/ Email: travis@travisparry.com Get Travis' newest book!

Holistiplan co-founder Kevin Lozer talks about his life and career resets, building a stand alone fintech solution for life insurance that morphed into a popular tax planning application, and going from beta to 12,000 subscribers.-Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people's lives for the better at every level, for a world truly invested.-Follow us on socials and thank you for your continued support! Hosted on Acast. See acast.com/privacy for more information.

Many advisors ask for advice on how to navigate tax returns and more effectively help clients with their tax planning services. This episode is particularly exciting because we'll not only be talking about tax planning, but also talking about tools that make it easier. Joining the show today is Roger Pine, one of the co-founders of Holistiplan, and he'll be shedding light on how he helps advisors wade through tax returns.

Chris Chief Growth Officer of Holistiplan chats with us about Holistiplan's 10k user launch, the T3 survey results, and the most Texan taco ever.

Chris Field is the Chief Growth Officer at Holistiplan, a tax planning software solution that helps financial planners be more comprehensive and more efficient.  Doug and Chris sat down at the T3 Advisor Conference and talked about how taxes are part of every thing an advisor does for a client, and how Holistiplan can help … Continue reading Episode 83 – Growing Your Practice Through Tax Planning – With Chris Field →

The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you're listening to episode 137 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […] The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

Today is the 2021 year in review show and Jason brought back his colleague and occasional guest host, Guy Anderson, to interview him on the course of events and what happened in the past year. Episode Highlights:00.42: This is our second year in review, and Jason has done over 200 podcasts now in the fintech space. No one in the country understands the Fintech landscape better than you, says Guy04.08 Jason says that data tells other institutions about who it is you are. That data allows the current bank or financial institution to make decisions regarding services and products and other things that you can offer you. 06.10: We need to think about the ability to create technology that truly is client-centric in its focus, and to do that, we need to be able to access the data securely and effectively. 10.52: Swift data is a platform for securely storing your data. With this, if you have open banking, you can store everything. You could technically leave it in the institution connecting institutions or can extract it and keep it yourself, says Jason.20.38: Jason says Holistiplan came on the scene couple of years ago. It takes up pdfs with a tax return, spits out a user-friendly report, let people know what's going on with the tax return, and is also a helpful tool for demonstrating value and helping clients.24.51: Microsoft working on HoloLens doesn't even have monitors anymore. This is where they headsets and have monitors rendered in front of them.28.31: The difference between fractional ownership and blockchain is that blockchain being divisible means that they have to take zero-risk by its nature. 30.08: When you think about your choices as an owner of a real estate property or your own home for accessing the capital within that property, it is minimal borrowing, says Jason.31.22: Diversification can own fractional real estate worldwide, and it's finally coming to markets and finally coming true, says the guy.3 Key HighlightsGuy asks Jason, you had a podcast with a company called Flinks, who are they, and who are some of the other prominent players in the open banking space? People talk about as mass proliferated Bitcoin is. However, there is still friction and anything that reduces friction access for the common person or investment accounts or whatever it is, gets the rewards, says Jason.NFT, Non-fungible tokens are proof of ownership of something on a blockchain. So, in theory, your house could be NFT, says Jason.Tweetable Quotes“In Swift data technically, the network verifies the data amongst itself and its validity. Theoretically, it is possible for something that we call disclosure list disclosure.” – Jason“Holistiplan technology is now far more accessible and far more accurate than standard things, especially the tax forms.” – Jason“The governments worldwide need to empower consumers, protect them, and encourage competition. The rates to our data should be enshrined into law.” – JasonResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editing See acast.com/privacy for privacy and opt-out information.

Rob and Rory are joined by the Chief Growth Officer of Holistiplan, Chris Fields. Holistiplan is a technology used by thousands of advisors to efficiently and effectively scale their business through tax planning strategies. He is also an author and CEO/founder of the mercy project, a nonprofit organization using sustainability and empowerment to help rescue children out of slavery in Ghana. In this episode, Fields highlights how incorporating holistic wealth management into your firm can deepen your relationship with clients by reassuring them you are making financial decisions in their best interest. He describes how advisors can use Holistiplan's technology to read tax returns in minutes to create clean and easy-to-read client deliverables. Fields advise listeners to be leaders rather than followers and adopt these tax planning strategies now to ensure you are providing the most comprehensive financial advice for your clients. He also discusses some of the features that Holistiplan has incorporated to ease concerns people have with using their software, such as cyber security, and how these features can make clients more comfortable. This is sure to be an episode you don't want to miss, especially if you are considering adopting a tax planning strategy for your business.

When you buy an RIA firm or another advisor's book of business, you expect to achieve an ROI above and beyond the price you paid for the business. As Roger Pine, CEO of Holistiplan explains adding tax planning services can dramatically improve the value of a financial advisory business by adding a new revenue stream and increasing the likelihood that you'll discover new opportunities to serve your clients.

Kevin Lozer is the co-founder of Holistiplan, a tax planning software solution that helps financial advisors provide robust tax planning services to their clients. Kevin co-founded Holistiplan to help financial planners serve more clients that need comprehensive financial planning at all stages of life. In addition to his work with Holistiplan, he is also the founder and principal of his financial planning practice, Oakton Financial, and serves as a regional board member of the National Association of Personal Financial Advisors.   Kevin joins me today to discuss how leveraging the Holistiplan software can help financial planners and CPAs deliver more value to their clients. He shares his professional journey and how he co-founded Holistiplan after years of working in financial planning. He also explains how using Holistiplan can help financial advisors strengthen their relationships with their centers of influence and underscores the importance of educating consumers on what makes good financial planning.   “As an industry, we need to educate consumers on what good financial planning really is.” - Kevin Lozer   This week on The Model FA Podcast:   Kevin's background and why he decided to transition to the software industry after operating a financial planning practice His first foray into financial planning from working in the world of corporate finance The ethos, beginning stages, and evolution of Holistiplan The difficulties of running a B2C organization and why Kevin and his co-founder decided to pivot into a B2B firm How long Holistiplan has been in business and how many advisors they currently serve The “give-to-get” method and how it creatively adds value, builds relationships, and turns prospects into clients How financial advisors can leverage Holistiplan for growth How Holistiplan helped increase adoption of tax planning software Building partnerships with broker-dealers and other ways Holistiplan grew from zero customers to 2,000 subscribers How financial advisors can leverage the Holistiplan software to deliver financial planning insights to their clients How Holistiplan can help financial advisors deepen their relationship with their centers of influence and CPAs   Resources Mentioned:   Book: The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm by P. Palaveev Book: Disrupting for Good: Using Passion and Persistence to Create Lasting Change by Chris Field Book: The Fine Green Line: My Year of Golf Adventure on the Pro-Golf Mini-Tours by John Newport   Our Favorite Quotes:   “If your friends and peers think you're crazy, you're probably on the right path.” - David DeCelle “Satisfied clients who have a better experience are more likely to share it.” - David DeCelle “Bringing CPAs to the boat will make them feel like they're part of the team, and the client will feel like they have a team of financial professionals.” - Kevin Lozer   Connect with Kevin Lozer:   Holistiplan Oakton Financial Holistiplan on LinkedIn Holistiplan on Twitter Kevin Lozer on LinkedIn Email: kevin@oaktonfinancial.com     About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy. … Continue reading 25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® →

Today we welcome Kevin Lozer, CFP®, co-founder of Holisitiplan tax software. We love what his team is doing because of how important tax planning has become for financial advisors, and this software allows you to scale the process in a comprehensive and efficient manner. Find out why more than 2,300 firms have already subscribed in the first two years, how this software works, and what the future of the industry could look like.   Learn more about Holistiplan: https://www.holistiplan.com/    Key Moments:  1:42 – Background on Kevin 2:55 – How the software filled a gap 4:43 – What bells and whistles are in the software 6:51 – Integrating tax planning into your practice 9:04 – Technology improvements 11:17 – Subscriber base growth 13:56 – What's next in the industry? 19:20 – New tax laws coming into play 20:44 – Scaling his business 23:28 – His advice for advisors 26:44 – Tax planning helps attract small business owners   Contact Retirement Inside Out: Email: tom.lamendola@figmarketing.com Phone: 800-527-1155 Web: figmarketing.com

Host Jason Pereira talks to Kevin Lozer - Co-Founder of Holistiplan; it is a financial planning software that focuses specifically on tax planning. It generates a PDF version of your tax return and extracts all the verifiable information and actual data. Episode Highlights:0.52: Kevin explains about Holistiplan – it is tax planning software for advisors built by advisors. It allows an advisor to upload a PDF tax return and get a client deliverable prepopulated scenario and then screen and identify some planning opportunities all again with just uploading a previous year's tax returns. 1.12: What Holistiplan really does is automate a tax return review. Then all of the work that succeeds that tax return review that advisors do, typically requires a whole lot of data entry. Historically, the company has taken that data entry out of the picture, and now advisors can just spend the time focusing on conversing with the client about their tax situation.1.19: Kevin says the idea to launch the Holistiplan started to percolate years ago. Roger Pine and Kevin had really put pen to paper and came up with the idea of uploading documents, providing an expert system, providing opportunities, and providing observations that many advisors across the country traditionally make.04.43: Jason curiously inquired about the feedback Holistiplan gets from advisors who implemented this type of software, like where they find the most significant benefit.04.52: Kevin shares when it comes to receiving feedback, it really breaks down into two different types of advisors. “One is advisors or firms that haven't been doing tax planning. Secondly, we see clients wanting more out of the fees they're paying advisors than investment advice. They are looking for a more robust, comprehensive relationship from advisors.” 05.51: Kevin explains the simple process of Holistiplan, clients can upload their financial data, and within a minute, the software digests all that pulled data, summarizing it in a client deliverable. Tons of firms are using it just for this feature. Upload or return get a client summary that the clients can understand that advisors can review with the clients. The report also provides planning opportunities that the software identified from that tax return. 06.55: Kevin says, “There is a whole other subset of advisors out there that actually do the quantification of planning opportunities like Roth conversion strategies, donor-advised funds, all kinds of different tax planning opportunities that we look at from a planning perspective. 07.05: Holistiplan also provides a forecasting tool - a scenario analysis prepopulated with the previous year's data. So instead of spending the first 20 to 30 minutes entering data from the tax return into a calculator or tax software, now one can just copy it over from the prior year. Clients can make some edits to the fields and start doing complex strategies like Roth conversions or qualified charitable distributions, all kinds of tens and hundreds of different things that you can do from a tax planning perspective. 10.31: Jason is really impressed with the features of Holistiplan. He says to Kevin that “You are providing information on tax brackets where they are in terms of relative to phaseouts, right? So, because of that, the tools make it so much easier to understand tax planning.”11.11: Kevin says there are 75 to 100 different planning opportunities in the software, and they keep updating the algorithms.11.45: Holistiplan shares a visual report with 8 or 10 or 12 bullet point items based on that specific tax return. With this tool now clients can read through the 100-page document all by themselves12.15: Jason inquires, “What effort did Kevin and Roger put in to launch Holistiplan?”12.30: Kevin explains how friends and advisors in the financial industry helped them with their valuable feedback and improved the end result of the software.13.04: Kevin says, “Our initial prototype was to upload or return and just get the bullet point observations, but all those like visualization things that we talked about earlier, the emoji phaseout and whether they're over-under or in those phaseouts, all that stuff was from other advisors as we started to roll this out.”13.41: While explaining their roll-out strategy, Kevin says, “We rolled out a product that wasn't 100% complete; this was intentional. We wanted to get feedback and crowdsource some of the ideas, and now that we've got thousands and thousands of advisors using it, the feedback comes in fast and furious.”15.00: One thing that Holistiplan launched early this year was the tax-prepped letter, which is closing the communication loop between advisor, CPA, and client. Kevin shares “Advisors who are doing tax planning with or without holistic plan come up with some good pretty good observations and opportunities and then execute those and get all that work done before December 31st so that it all counts for this tax year it's called Roth conversion or qualified charitable distributions.18.05: Jason affirms that when launching Holistiplan, Kevin picked a vertical of the financial planning world that has a lot of depth. 20.38: Talking about the unique work that Kevin and his company are doing, Jason remarks, “Taxation is a one-foot-wide spectrum of the entire financial planning spectrum, but you're going in mile deep on that.”22.00: Kevin shares his vision to reach out to a lot more consumers. He says that it was part of what got him excited about Holistiplan and the software in general.24.40: Kevin says scaling the company has been the biggest challenge that they have faced so far. A year ago, we were 3 people, and now we are 15 people, and all of this during a pandemic.3 Key Points:Kevin shares interesting insights on the history of Holistiplan. Where did this come about? What was the opportunity to sell? Kevin explains how Holistiplan advisors won't need a checklist anymore with hundreds of different things to look for in the tax return.Jason inquires, “How much of your road map can you share with me at this point?” Kevin says, “We are staying at the tax planning world for the foreseeable future.”Tweetable Quotes:“Holistiplan has taken data entry out of the picture, and now advisors can really just spend the time focusing on conversing with the client about their tax situation.” - Kevin Lozer“When it comes to tax planning visuals are far more effective than communicating in words.”- Jason Pereira“Not only do people not want to code things twice, but advisors also don't want to enter the same data two or three or four different times into their various software programs either, so removing the extra data entry part was Holistiplan's initial work.” - Kevin LozerResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorLinkedIn – Jason Pereira's LinkedInKevin Lozer – Website | LinkedIn Podcast Editing See acast.com/privacy for privacy and opt-out information.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Kevin Lozer, CFP®.    Kevin, you are co-founder of Holistiplan and have been a CFP professional and financial planner for 12 years. Before creating Holistiplan with your co-founder Roger Pine, you owned and operated a financial planning firm. But as often is the case, necessity became the mother of invention because you both struggled to find scalable ways to deliver financial planning to more people.  Enter your development of Holistiplan--a technology solution to help financial planners serve more people that need comprehensive financial planning in all stages of life.   Welcome to the podcast!   Show Highlights:   0:00 Meet Kevin Lozer 2:32 How did Holistiplan come to be? 6:59 How should financial advisors build their practices? 11:05 Why did they choose taxes as a niche? 15:37 How would next-gen financial advisors utilize Holistiplan? 24:50 Financial professionals working with tax professionals 27:45 The financial professional is like a quarterback 29:45 What is Kevin's favorite feature? 33:31 Words of Wisdom   Resources: Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career.   Listen to previous podcast episodes, clicking here.   To receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here.   Want to collaborate? Click here.   Thanks again for listening, reading, and watching!

HolistiPlan's planning software is an advisor-oriented tool that integrates a client's tax return into their financial plan as a way to find more opportunities for “tax alpha.” The technology makes the tax analysis and planning process a scalable, structured procedure between advisors and their clients. In this episode, David Armstrong, editor-in-chief of WealthMangement.com, speaks to … Continue reading Episode 3 – Tax-Based Financial Planning –– With Holistiplan's Kevin Lozer →

Every decision a financial advisor makes for their clients is a tax decision. In this episode we welcome guests Kevin Lozer and Roger Pine, the co-founders of Holistiplan. The guys talk to us about the reasons behind the creation of Holistiplan, how they keep the software up-to-date with rapidly changing laws, and why advisors should think of tax planning as an essential service. Join hosts Johnny Sandquist (Three Crowns Copywriting and Marketing) and Torie Happe (FIX Flyer) for fresh episodes each Thursday.

The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz. “How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […] The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz. “How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […] The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

In episode 303, we welcome our guest, Kevin Lozer, co-founder of Holistiplan, a tax planning software for financial advisors.    In today’s episode, we’re talking about how advisors can utilize technology to help with tax planning, something that’s historically been a very manual process. Kevin shares how creating software to help with tax planning for his own clients then turned into a standalone business. He walks us through the process of using the software and how it not only saves the advisor time but also helps find potential planning opportunities. He also explains how advisors have been utilizing the tools to help with business development.    As we wind down, Kevin shares why the software complements instead of competes against CPA’s.     All this and more in episode 303 with Holistiplan’s Kevin Lozer.       -----   This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and  DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information: www.bitwiseinvestments.com

Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.

Kevin Lozer and Roger Pine, co-founders of Holistiplan, talk with Marie Swift about their tax planning software and how it helps holistic financial advisors uncover planning opportunities for their clients. Providing insights on tax strategies could be especially helpful for financial planners right now. You can learn more about Holistiplan at: http://www.Holistiplan.com