This was such a dream to record with the @altruist team and tell the story of @Holistiplan. So many little gems in here would love to hear which were your favorites.
NEW EPISODE:
Torie Happe of Holistiplan joins The Advisor Journey to share how tax planning is reshaping the advisor-client relationship.
Torie breaks down:
- How Holistiplan grew from 3,000 to 50,000+ users
- Why 92% of clients want tax planning, but only 25% receive it
- Why trust, not technology alone, is the true differentiator for advisors
- Three cornerstones of Holistiplan’s growth—flexibility, speed, and confidence
- The power of observations and scenario analysis to create client “aha moments”
Torie also gives a peek into Holistiplan’s roadmap, from enhanced Roth projections to estate and insurance integrations, designed to keep advisors ahead of client expectations.
If you want practical ways to deliver more value, strengthen trust, and embrace the future of financial planning, this is a must-listen.
Listen now: https://t.co/wKjin0W6Nh
Tune in on Apple Podcasts - https://t.co/YbtZ2w95CG
Tune in on Spotify - https://t.co/lbuqYaW4FU
Watch the full Episode on Youtube: https://t.co/kFbK1256Ir