<p>Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.</p>

Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.

How To Add Year-Round Tax Alpha with Kevin Lozer

This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business.  Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.

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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.

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How To Add Year-Round Tax Alpha with Kevin Lozer

How To Add Year-Round Tax Alpha with Kevin Lozer

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