live Webinar Best Practices

Turning Tax Uploads Into Growth: How Advisors Use Holistiplan + Wealthbox to Maximize Impact

Tuesday, Jan 27, 2026 at 2:00 PM ET

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Tax documents are a goldmine for uncovering hidden client assets and growth opportunities. Advisors who act early can use these insights to grow AUM, book new clients, and deliver measurable impact during spring review meetings. This webinar will show how to turn tax return data into actionable growth strategies while streamlining workflows for maximum efficiency.

This webinar will cover:

  1. Identifying hidden assets and high-potential clients from tax data
  2. Converting Holistiplan insights into Wealthbox tasks that drive growth
  3. Building scalable workflows to maximize efficiency and impact
  4. Using tax insights to grow AUM and book new business before review season

Speakers

Kate Laws

Partnership Relationship Manager

Holistiplan

Andrew Ladwig

Director of Business Development

Wealthbox

“The partnership with Wealthbox supports our goal to help advisors deliver richer financial planning to more clients. Advisors on the Wealthbox platform can seamlessly incorporate automatically-generated tax planning information from Holistiplan. We think this is a game changer for advisor efficiency.”

Roger Pine

Co-Founder at Holistiplan