Listen to this week's episode

Episode 141

On this week’s episode of Next Mile, I sit down with Erik Brenner, CEO, President, and Founding Partner at Hilltop Wealth and Tax Solutions. With more than 30 years of experience, Erik has helped thousands of individuals integrate retirement, tax, and estate strategies.

We discuss what happens when advisory firms stop treating tax and wealth management as separate conversations and start thinking holistically. He shares the strategic decisions that helped transform Hilltop, including integrating in-house tax services, rethinking the client experience, and doubling down on education-driven growth. Erik also explains how to run effective seminars and use technology to keep up with business complexity.

Key Takeaways

• Don't outsource critical expertise that directly affects client outcomes. If a core part of your value—like tax strategy—is outside your control, alignment becomes difficult.

• Integrate tax and wealth management to deliver truly holistic advice. When strategy and execution live under one roof, decisions become more coordinated, proactive, and impactful for clients.

• For many retirees, taxes are their biggest expense. Plan accordingly. Investment returns matter, but unmanaged tax exposure can quietly erode wealth faster than most clients realize.

• Education builds trust faster than selling ever will. Whether it's seminars or client meetings, people lean in when they feel informed, not when they feel pitched. Teach first, and the business follows.

Quotes

"For most of our clients who are into retirement, taxes are their number one expense." ~ Erik Brenner

"If you don't know the right questions to ask about how laws are changing, even the most powerful AI won't be able to help you." ~ Erik Brenner

"Marketing is about getting the ball rolling. You want to get that ball rolling, but you do not want the snowball to melt." ~ Eric Brenner

Links

• Erik Brenner on LinkedIn

• Hilltop Wealth and Tax Solutions

• Holistiplan

• The Personal CFO Revolution

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• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

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Kyle Van Pelt