In this week's episode Steven is joined by Louis Retief, Co- founder and CEO of Hubly, a software platform dedicated to helping Advisors have incredible systems. Louis has been around financial planning most of his life and for years now has been passionate about helping Advisors have better processes in their practices. Their discussion goes far beyond how great processes can improve tax planning outcomes (don't worry, that is covered too!). Selfishly for Steven, all of the efficiencies and quality improvements created in an Advisor's practice frees up time and resources to dedicate to tax planning so the conversion is a huge win all the way around.

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