The Case for Tax Planning Across Every Client Profile
ON-DEMAND
This event is now available on-demand. If you have previously registered, access the recording here and login.
Sponsored by:
Tax planning has traditionally been positioned as a premium service reserved for an advisor's wealthiest clients. This approach, however, overlooks significant opportunities to deliver tangible value across your entire book of business, leaving clients underserved and your firm's potential untapped. How can you efficiently scale this critical service for everyone?
Join us for an insightful webcast that will demonstrate how meaningful tax planning opportunities exist at every stage of a client's life. We will walk through common client profiles—including business owners, young professionals, growing households, and retirees—to illustrate where high-impact opportunities are often missed.
You will learn how to:
- Identify overlooked tax planning opportunities for a diverse range of client profiles.
- Illustrate the tangible value of proactive planning to improve client outcomes both now and in the future.
- Leverage technology to automate opportunity identification and visualize tax impact for clients.
- Move beyond manual, time-intensive workflows to implement tactical, year-round tax planning.
Don't miss this opportunity to learn how to implement a forward-looking, tech-enabled tax planning strategy that enhances client relationships and drives firm growth.
Featured Speaker:
Emily Wetter, CFP®, EA is a Customer Success Manager on the team at Holistiplan. She serves as a strategic partner to financial institutions, ensuring they maximize the platform's automated planning tools to scale advisor efficiency and deliver high-impact value to their clients. A former financial advisor, Emily led the Tax Planning conversations with clients at her firm and found that the adoption of Holistiplan in her own practice helped to streamline those analyses and made this element of comprehensive planning more scalable and efficient.
Can't attend? Register here for an on-demand recording after the webcast.