Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Kevin Lozer, CFP®.

Kevin, you are co-founder of Holistiplan and have been a CFP professional and financial planner for 12 years. Before creating Holistiplan with your co-founder Roger Pine, you owned and operated a financial planning firm. But as often is the case, necessity became the mother of invention because you both struggled to find scalable ways to deliver financial planning to more people. Enter your development of Holistiplan--a technology solution to help financial planners serve more people that need comprehensive financial planning in all stages of life.

Welcome to the podcast!

Show Highlights:

0:00 Meet Kevin Lozer

2:32 How did Holistiplan come to be?

6:59 How should financial advisors build their practices?

11:05 Why did they choose taxes as a niche?

15:37 How would next-gen financial advisors utilize Holistiplan?

24:50 Financial professionals working with tax professionals

27:45 The financial professional is like a quarterback

29:45 What is Kevin’s favorite feature?

33:31 Words of Wisdom

Resources:

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Thanks again for listening, reading, and watching!

CFFP# 21 - Adding Value Through Software and Automation—The Holistiplan Story ft. Kevin Lozer