Tag: Holistiplan

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Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)

Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)

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Advisors frequently face the challenge of striking a balance between growth, independence, and client care.

How do you use technology to scale without losing your personal touch? How do you create a path for future generations of advisors while building your own legacy?

In this episode of Behind The Curtain Finance, Thomas Manetta reflects on his conversation with Jason Wenk of Altruist and explores how technology, independence, and long-term vision can reshape advisory practices. He shares his goals for scaling, the promise of AI-driven tools, and his vision of mentoring the next generation of advisors.

Key takeaways:

  • The transformative potential of Altruist’s platform for solo advisors aiming to scale beyond traditional limits
  • How AI and integrated tech stacks are redefining efficiency and client service
  • Real-world example of using Holistiplan to impress prospects with instant, actionable tax insights
  • Why independence allows advisors to put clients first without conflicts of interest
  • The vision of building a legacy by mentoring young advisors and creating pathways to ownership
  • And more!

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Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)

Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)

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What if taxes didn’t have to be so stressful?

This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about his own education journey and how AI is rewriting the rules, both in school and in finance. 

From Holistiplan to ChatGPT, this episode uncovers how integrated planning is the future of financial services.

Thomas discusses:

  • How Holistiplan software enables year-round conversations that reduce tax-time stress
  • Why he requires three years of tax returns from every new client
  • How AI and automation could reshape both IRS operations and client planning workflows
  • The dramatic shift in education around AI tools, including his graduate school experience
  • The vision of a fully integrated planning platform at the custodial level
  • And more!

Connect with Thomas Manetta: 

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