Catch up on the the latest podcast content from your friends at Wealthmanagement.com.  In this month's update we continue our newest series called Advisor Innovations, sponsored by LPL Financial.  Below that you'll see the latest in Celebrity Estate Plans, challenges that Advisors face in their daily lives through our Transparency podcast and finally the latest CRE trends from our Common Area podcast. Access for free now!

Episode 3: Advisor Innovations: Holistiplan's Kevin Lozer on Tax-Based Financial Planning, sponsored by LPL Financial

In this episode, David Armstrong, editor-in-chief of WealthMangement.com, speaks to HolistiPlan co-founder Kevin Lozer about how he and his partner Roger Pine saw the need for the tool while running their own financial advisory firms; how they leveraged a small group of fellow advisors as beta testers and won an early XYPN fintech competition; and how they’ve expanded the software, and the team behind it, including bringing on board tax-planning guru Jeff Levine of Buckingham Wealth Partners as a tax-planning strategist.