In today’s episode of Framework, Jamie talks with Kevin Lozer, co-founder of Holistiplan. Kevin is a financial planner, but he’s also driven to help other financial planners be more comprehensive and efficient in planning for their own clients.

Though Kevin always enjoyed finance, he started his career in various corporate jobs. While he gained a lot of great experience, he always came back to financial planning.

After a decade in the corporate world, he shifted paths. He found a job with a finance firm and stayed there for ten years before finally founding Holistiplan — an effort to make financial planning a more equitable experience for all.

Jamie and Kevin talk about taking the leap into finance, how Holistiplan works for advisors and clients, and the paths he’s taking to scale his tax solutions business.

“What we will continue to be better about is being able to share the information across the various platforms because we have to. It’s all part of how you scale and democratize financial planning.” ~ @kevin_lozer

Main Takeaways

  • Taking a leap means trusting your gut and committing to making things work. When you feel like you want to do something more, pursue it.
  • Use the knowledge you have to provide advice and help the people around you. It will help you find the fulfillment you’re looking for in your career.
  • The biggest hurdle to scaling a business is figuring out how to gain a reputation as a subject-matter expert. Growing a business is not easy and scaling for the first time can be as tough as starting.
  • Integrations are a top priority when you’re offering a software solution. You need to make a list of other software and apps with which you want to integrate and partner so you can cater to a broader client base.

Links and Important Mentions

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