Unlock Planning Opportunities Hidden in Plain Sight

Tax returns hold valuable insights, but too often they are only used for retrospective conversations instead of forward-looking planning. Join Holistiplan and Wealthbox to learn how advisory firms can turn a client’s 1040 into a consistent source of planning opportunities. By combining structured tax analysis with CRM-driven workflows, advisors can identify key insights, take action, and create more proactive, ongoing engagement with clients.

This webinar will cover:

1. The most overlooked insights within a client’s 1040 and why they matter
2. How to systematically identify planning opportunities using Holistiplan
3. Turning one-time tax insights into ongoing client engagement
4. Using Wealthbox to track, assign, and follow up on tax-driven recommendations