🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

We know her👀 Shout out to Kimberly Venable, Holistiplan's Director of Enterprise Sales! We heard that breakout session was standing room only 🔥

Thanks to Ideas by Mike™ for featuring our VP of Customer Success & Engagement, Ben Birken! He shared insights on Holistiplan’s impact on tax planning for advisors and clients alike. Listen here! 🎧 hubs.la/Q02Wkt7V0

Holistiplan is headed to San Francisco next week for the Schwab IMPACT® Conference! Come by booth TECH17 to connect with our team, ask us your questions, and chat about what’s coming in 2025. We can't wait to see you there!

🚀 New Integration Announcement 🚀 Holistiplan , the industry-leading tax planning software, and Bento Engine, an award-winning advice engagement solution, are thrilled to announce a new integration partnership that enables Holistiplan users to directly access Bento content to

This award means so much to us because it was voted on by you!🏆 We're proud to receive the #AdviceTechLIVE Industry Disruptor Award, and we’re more motivated than ever to keep innovating for you. Thank you!

The Holistiplan team has arrived in San Francisco for Schwab IMPACT®! We’re at booth TECH17 and ready to chat about tax planning, answer your questions, and share what’s ahead for 2025. Stop by and say hello!

#SchwabIMPACT is the place to be! Jason & Torie are here at booth TECH17, connecting with advisors & showcasing how Holistiplan is transforming tax planning. Want a sneak peek at what’s ahead for 2025? Stop by and join the conversation!

We know her! So proud of you, Torie Happe 🫶

🚨 Start 2025 with us! 🚨 Join Mobile Assistant 💬🐘 & Holistiplan for a can't-miss webinar! 📅 Jan 21st | 1 PM CST 📌 Topic: Simplify tax form data gathering 💡 Featuring Corey Westphal & Torie Happe sharing game-changing strategies! 🔗 Register now: us02web.zoom.us/webinar/regist… #🐘🐘

Join us on 2/11 for our inaugural Quarterly Keynote event! This session will include insights from the one and only Jeff Levine, CPA/PFS, CFP®, a deep dive into some of Holistiplan’s tools, and real-world strategies shared by standout advisors. Register now! hubs.la/Q031ZsbX0

📍 Coming at you live from San Antonio! Erik and DJ had a fantastic day at the #CeteraAdvisors Conference and are ready for an action-packed day tomorrow. If you haven’t stopped by the Holistiplan booth yet make sure to swing by, we’ve got big things ahead!

Our Virtual Keynote: Foundations for the Future starts TODAY at 11 AM ET! Join 3,500+ advisors for insights from Jeff Levine, CPA/PFS, CFP®, Roger Pine, CFA, CFP®, Ben Birken, Allison Doty, CFP®, CRPS®, & Jennifer Fensley, CFP®, CRPS® There's still time to register! hubs.la/Q0369xMF0

That's a wrap on our first Quarterly Keynote! 👏A huge thank you to our amazing audience and presenters for making yesterday's event such a success. If you missed it live, now’s your chance to catch up! Watch the recording ➡️ hubs.la/Q036tlyk0

It’s official 🎉. I’m building out the partnership team Holistiplan If you are looking to join the BEST team in the fintech space take a look. I’m looking for a partnership relationship manager. Bonus is you get to work along side me! holistiplan.com/job/partnershi…

We're sponsoring the T3 Technology Tools T3 Technology Conference, March 3-6 in Dallas! This year’s theme, “The Organic Growth Imperative,” is all about scaling smarter & delivering more value. Haven’t registered? Use T3SPONSOR150 for $150 off 👉 hubs.la/Q036Grv90 See you there!

Maybe it’s not romantic, but tax-efficient strategies? Swoon. 💘 Happy Valentine's Day from your friends at Holistiplan!

New episode of The Art of Scaling! 🎙️ Host Roger Pine, CFP®, CFA® talks with Debbie Taylor, CPA/PFS™, JD, CDFA® about how reviewing Schedule B led to millions in new AUM and deeper client trust. Tune in now! hubs.la/Q037LL7X0

Our Holistiplan integration is officially in phase 2! 🤩 🔄 Now a two-way sync allows you to connect info in and out of both platforms Check out the full video for a deeper dive of this integration 👇 hubs.li/Q0381Tqs0