How Advisors Use Holistiplan + Wealthbox to Uncover Assets and Scale Outreach

Tax season presents one of the most consistent opportunities for advisors to uncover new assets and drive growth. This webinar will show how advisors use Holistiplan and Wealthbox together to turn tax uploads into actionable insights that help identify held-away assets, book meaningful client conversations, and scale outreach across their book. Attendees will learn how to build repeatable workflows that ensure growth opportunities are captured and acted on, without adding operational complexity.

This webinar will cover:

1. Using tax return data to identify hidden assets, rollover opportunities, and growth triggers
2. Turning Holistiplan insights into assignable Wealthbox tasks and scalable workflows
3. Structuring outreach to book more client conversations during tax season
4. Best practices for managing follow-ups so no growth opportunity is missed