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We’re Measuring Quality Too Late

We’re Measuring Quality Too Late What if quality of hire starts before the application? Applications per recruiter are up 412% since 2022. As candidate signals become harder to trust, more screening may not be the...

Mastering Roth Conversions

Mastering Roth Conversions Holistiplan’s Quarterly Keynote is an educational event series designed to help financial advisors and tax professionals stay current on the strategies, tools, and planning conversations...

The Hidden Curse of the Large Portfolio

The Hidden Curse of the Large Portfolio The Tax Planning Summit is Holistiplan’s flagship virtual event and the largest virtual event dedicated to tax planning for financial professionals. In its 5th consecutive year...

From Compliance to Advisory

From Compliance to Advisory The CPA’s Guide to Building a Year-Round Tax Planning Practice Most CPA firms are still built around a model that peaks in April and slows down the rest of the year. Compliance work...

Der Zendesk Service Check

Der Zendesk Service Check In unserer neuen On-Demand-Lernreihe nehmen wir neue Interessent:innen mit auf eine Reise durch die großen Veränderungen im Kunden- und Mitarbeiterservice von heute. Höhere Erwartungen...

Der Zendesk Service Check

Der Zendesk Service Check Unser Cheat Sheet „Der Zendesk Service Check: Auf einen Blick“ fasst die wichtigsten Learnings der Zendesk Service Check Serie in einer kompakten, Download-fähigen Übersicht zusammen. Finden...

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