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

Power Your Advice

English - May 11, 2022 12:00 - 14 minutes - 18.5 MB
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Previous Episode: Episode 82 – Building A Culture of Going the Extra Mile – With Mike Nessim

Next Episode: Episode 84 – Make Your Clients the Hero of the Story – With Kristian Borghesan

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 →