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b'Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\n\\xa0\\nToday we have Kevin Lozer, CFP\\xae.\\xa0\\n\\xa0\\nKevin, you are co-founder of Holistiplan and have been a CFP professional and financial planner for 12 years. Before creating Holistiplan with your co-founder Roger Pine, you owned and operated a financial planning firm. But as often is the case, necessity became the mother of invention because you both struggled to find scalable ways to deliver financial planning to more people.\\xa0 Enter your development of Holistiplan--a technology solution to help financial planners serve more people that need comprehensive financial planning in all stages of life.\\n\\xa0\\nWelcome to the podcast!\\n\\xa0\\nShow Highlights:\\n\\xa0\\n0:00 Meet Kevin Lozer\\n2:32 How did Holistiplan come to be?\\n6:59 How should financial advisors build their practices?\\n11:05 Why did they choose taxes as a niche?\\n15:37 How would next-gen financial advisors utilize Holistiplan?\\n24:50 Financial professionals working with tax professionals\\n27:45 The financial professional is like a quarterback\\n29:45 What is Kevin\\u2019s favorite feature?\\n33:31 Words of Wisdom\\n\\xa0\\nResources:\\nAre you a current or aspiring financial professional? \\xa0Click here to receive my 10 Tips for jumpstarting your career.\\n\\xa0\\nListen to previous podcast episodes, clicking here.\\n\\xa0\\nTo receive a newsletter digest of Jumpstart community happenings, click here.\\n\\xa0\\nSubscribe to the podcast by clicking here.\\n\\xa0\\nWant to collaborate? Click here.\\n\\xa0\\nThanks again for listening, reading, and watching!'