Aug. 15, 2023

#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor

#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor

Host Brad Wright is joined by Holistiplan’s Chief Growth Officer, Chris Field. They’ll walk you through Holistiplan's tax planning software (even if you’re not a CPA or an EA).  You’ll learn how the software can help you: scale gain...

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Season 4

Host Brad Wright is joined by Holistiplan’s Chief Growth Officer, Chris Field. They’ll walk you through Holistiplan's tax planning software (even if you’re not a CPA or an EA). 

You’ll learn how the software can help you:

  • scale

  • gain clients

  • justify your fees

You’ll also learn about two books Chris has written on becoming a “Disruptor” and the non-profit Mercy Project, which he founded to use sustainability and empowerment to help rescue children out of slavery in Ghana.

For more info on Holistiplan: www.Holistiplan.com 

To reach Chris: Chris@Holistiplan.com