Ep 32: Software to Improve Tax Planning 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: [email protected]

Phone: 800-527-1155

Web: figmarketing.com