5 Ways Financial Advisors Can Get Ahead Before Year-End Tax Planning

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Produced and Sponsored by: Holistiplan

As year-end planning intensifies for financial advisors, client meetings fill your calendar, competing priorities demand your attention, and it's all too easy to spend the season reacting instead of executing with intention. The most successful firms, however, don't wait until the rush begins — they prepare before it starts.

Join us for an insightful webcast featuring Chris Field, Managing Director of Innovation at Holistiplan, as he shares the five essential priorities that can help you get ahead before year-end tax planning begins. Having guided thousands of advisory firms in building effective tax planning into their practices, Chris will provide a high-level view of the practical decisions that can help you stay organized, create better client conversations, grow your practice, and make the most of your busiest season.

In this webcast, you'll learn:

  • The five key priorities to focus on before year-end planning begins.
  • Common mistakes that leave firms scrambling during year-end planning—and how to avoid them.
  • Practical ways to create better client conversations and uncover more planning opportunities.
  • How a little preparation now can lead to a more organized, impactful, and profitable Q4.

Whether you're refining an established tax planning process or preparing for your first full Q4, you'll leave with practical ideas you can put into action immediately.

Speakers:

Chris Field | Managing Director of Innovation | Holistiplan
Chris Field is the founding director of the Aggie Financial Planning Clinic at the Texas A&M College of Agriculture and Life Sciences Department of Agricultural Economics, where he has taught in the financial planning program for two years. Before that, he spent seven years teaching at the Texas A&M Mays Business School.

Griffin Kale | Senior Product Manager | Holistiplan
Griffin joined Holistiplan in 2021 as one of the first hires on the Sales team, and has since gone on to provide support in various roles throughout Holistiplan's story. Today he helps tackle platform-wide concerns on the Product team. He lives in North Carolina.

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