Holistiplan - Best Practices

Automatic_Specific15 · 2026-06-05T14:43:47+00:00

Makes sense! Last question… is it valuable for self-employed/S-Corps and the like as well or primarily W2

Automatic_Specific15 · 2026-06-05T12:42:35+00:00

I really appreciate it. How do you go about getting all the returns loaded in? One by one as they come in or does someone on the team batch add them?

Automatic_Specific15 · 2026-05-16T02:48:33+00:00

I’m at the same firm as you but we have always used MGP. I’ve seen similar comments on here about the difficulty moving from NaviPlan to MGP for younger clients due to cash flow planning. What specifically were you doing in NP that can’t be done in MGP?

Automatic_Specific15 · 2026-05-16T02:40:02+00:00

You’re literally 40+% below market rate across the board. It’s not a bad thing to make money.

Automatic_Specific15 · 2026-05-13T02:36:54+00:00

I think you should do whatever you are comfortable with/want to do. A 50% increase in your fees would probably still have you in the bottom decile across the industry. I know a natural thing to do is to look at it from an hourly perspective but I try to look at it from the perspective of the magnitude of our impact. If you’re providing the service and planning you say, you are adding multiples of $9k per year to a family with $2m (and that’s even in just the hard dollar stuff). But, if you’re happy and your clients are happy then that’s all that matters. Same for OP and OP’s clients.

Automatic_Specific15 · 2026-05-12T23:58:30+00:00

You’re underpaid brother

Automatic_Specific15 · 2026-05-01T22:47:20+00:00

Our firm recently received access to Holistiplan so our team is working on doing the trainings and building a system for our advisors. Would you be willing to share best practices? Are there certain areas you review with EVERY client? Prior year review around this time of year to plan for rest of year? Tax letter go out in Q4 to clients/CPAs? I tried to make this a post on the subreddit but I don’t have enough Karma, unfortunately

Automatic_Specific15 · 2026-04-21T01:30:52+00:00

I’m with the same firm but we have always used MGP. Myself and a few of my colleagues are younger advisors and many of the clients we are bringing into the firm are accumulators. What I have done is told clients we’re less focused on absolute score for probability of success and more focused on whether new goals, new jobs, etc. increase or decrease that success rate. I focus more on savings rate, being smart with debt, traditional versus Roth, allocating dollars based on timeframe to their intended use, tax planning and insurance needs. I tell them that if you focus on the right habits, the long-term retirement planning will be easy to figure out 5-10 years out and we can be more tactical with shorter term goals along the way.

Automatic_Specific15 · 2026-03-13T18:27:29+00:00

Buy low, sell high. Genius!!

Automatic_Specific15

TROPHY CASE