How technology can make financial advisors more efficient -- and more valuable to their clients + the CARES Act and tax planning opportunities in 2020
Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP® are co-founders of Holistiplan an award-winning, comprehensive tax planning tool. Holistiplan won XY Planning Network's (XYPN) fourth annual Advisor FinTech Competition in September 2019. The award-winning tax planning software solution for financial advisors was recognized for its automated review of 2018 tax returns, providing client-ready reports that identify financial planning opportunities. Michael Kitces described Holistiplan as "magical tax planning software."
Mr. Pine and Mr. Lozer can provide insight on topics such as:
Mr. Pine and Mr. Lozer are both CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), which they feel better positions them to understand the technology needs of other holistic financial advisors. In addition, Mr. Pine is also a Certified Financial Analyist (CFA). A chartered financial analyst (CFA) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts.
As advisors, Pine and Lozer constantly were looking for ways to efficiently and consistently provide their financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), they also spoke to many other firm owners that had similar concerns.
They designed Holistiplan to accomplish what has historically been two competing goals in their profession: Make the financial planning process faster for advisors, while making it better for every client. Their solution was to use the latest technological advances to read uploaded financial planning documents and generate client-ready, white label reports that provide planning opportunities. Their initial product focuses on tax planning.
Contact LeesyPalmer@ImpactCommunications.org if you'd like to interview or have Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, on your podcast, webinar, radio or television show.
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