#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor
Update: 2023-08-15
Description
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:
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scale
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gain clients
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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
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