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Ryan Townsley Adam Dell
+3 more
Andy Panko Fred Turner Patrick Lonergan

Holistiplan

Software

3 creators

Tax planning for retirees — calculating withholdings, RMDs, QCDs, Roth conversions, bundling charitable contributions; integrated with TaxStatus to pull IRS transcripts directly

"It's the software I spend the most time in. Holistiplan, in my opinion, is the software that adds the most value to clients and also shows the most value to prospective clients. The TPCP designation really allowed us to use Holistiplan at its full."

Ryan Townsley

Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou... ▶ 47:46
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"We use Holistiplan for tax projections. We are very happy to embrace the tools available out in the marketplace and are constantly evaluating new tools to figure out how we can do what we do better."

Adam Dell

Leveraging Tech To Scale Financial Planning To Next Gen -Adam Dell | Financial Advisor Success Ep481 ▶ 39:39
"the other two advisers use Holista Plan because they don't do taxes and it's too big of a learning curve to use tax prep software just to do projections."

Andy Panko

Maintaining Work/Life Balance While 4Xing The Firm - Andy Panko | Financial Advisor Success Ep479 ▶ 56:47
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DocuSign

Software

2 creators

AI agent signing legally binding contracts on behalf of the company

"The agent opens DocuSign and clicks the sign button and it's legally binding and it has my signature on the page."

Fred Turner

From 7 to 7,000 Employees in 9 Months | Curative Co-founder & CEO ▶ 1:09:38
More source quotes

Digital document signing to enable remote work with virtual assistants

"It was right when DocuSign was becoming, you know, all documents could go out that way. And I was like, all right, cool. We're we're just going to test this out."

Patrick Lonergan

Ep 491: Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner... ▶ 22:50
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About these recommendations

Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.

Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.

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