Power Your Advice

Power Your Advice


Episode 83 – Growing Your Practice Through Tax Planning – With Chris Field

May 11, 2022

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 →