HOLISTIPLAN: REDEFINING PROFESSIONAL Headshots FOR A MODERN ERA
INSIGHT
Holistiplan is a leading tax planning software platform used by over 30,000 financial advisors. With tools that help streamline analysis and deliver powerful client-ready reports, they’re reshaping how advisors serve their clients.
As their brand evolved, so did their visual needs. Holistiplan wanted to move beyond traditional, static headshots and instead create professional images that reflected their team’s energy, creativity, and collaborative spirit.
They were hosting an off-site retreat at the Hyatt Regency Hill Country Resort and Spa in San Antonio, and saw it as the perfect opportunity to update their headshots and team visuals with intention and strategy.
IDEA
Modern Headshots Rooted in Authenticity and Brand Vision
In collaboration with Meet the Bryants Photography, Holistiplan set out to create modern professional headshots that felt warm, personal, and on-brand.
Rather than rely on a single backdrop or one-size-fits-all lighting setup, we designed an experience that let each team member’s personality shine. The goal was to build a cohesive image library that could be used across the website, internal tools, LinkedIn profiles, and brand collateral.
This wasn’t just about updating profile pictures. It was about refreshing Holistiplan’s visual identity through thoughtful, professional photography in San Antonio, tailored to the people behind the platform.
the experience
On-Location Headshots at the Hyatt Hill Country Resort
We photographed team members across various indoor and outdoor spaces at the Hyatt Regency Hill Country, maximizing natural light and scenic backdrops. Our mobile studio setup allowed for flexibility while still delivering consistent, polished results.
Throughout the session, we focused on:
Making each team member feel at ease and confident on camera
Providing real-time image review so participants could select their best shots
Capturing a mix of formal, friendly, and candid looks that would reflect the company’s values
The relaxed, resort setting helped everyone feel more natural and it shows in the final images.
IMPACT
More Than a Headshot Session: A Strategic Brand Touchpoint
Holistiplan walked away with:
A full image library of high-quality corporate headshots tailored to their brand
Consistent, polished visuals to use across sales, hiring, and marketing platforms
A modern take on company photography that feels aligned with their mission and momentum
This project helped Holistiplan bring their internal culture forward visually, reinforcing who they are as a brand. By investing in team headshots in San Antonio during their retreat, they created connection points that extend far beyond the photo session itself.
testimonial
CLOSING TESTIMONIAL
The collaboration between Holistiplan and Meet the Bryants Photography has hopefully set a new standard for professional imagery in the financial industry. By prioritizing creativity and authenticity, Holistiplan has successfully captured the true essence of their team, showcasing their commitment to innovation and excellence. This project not only enhanced their visual identity but also reinforced their brand values, making a lasting impression on both clients and potential recruits.
Looking forward, Holistiplan's refreshed visual presence will continue to resonate with their audience, highlighting the human element behind their cutting-edge tax planning solutions. The success of this project exemplifies how breaking away from traditional norms can lead to exceptional results, setting a precedent for others in the industry to follow.
Holistiplan and Meet the Bryants Photography have proven that when creativity meets professionalism, the outcome is nothing short of transformative.
Let’s Create a Headshot Experience That Reflects Your Team
If your company is hosting a retreat, planning a team meetup, or just ready for a brand refresh, we’d love to help you create visuals that truly reflect your people and your purpose.