![Holistiplan Logo (800x200 px).webp]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp){kind=small}
Plan Like a Pro: MAGI
Looking to provide additional planning opportunities with your clients, review the MAGI section during their review
Understanding and reviewing the MAGI section with your clients can uncover additional planning opportunities your clients might have. Watch this three minute video to see how to use this tool during your client meetings: