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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

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  2. Ep 32: Software to Improve Tax Planning for Advisors with Kevin Lozer, CFP®

Ep 32: Software to Improve Tax Planning for Advisors with Kevin Lozer, CFP®

Aug 6, 2021

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