The Elite Financial Advisor Podcast With Sten Morgan 210 How Technology Will Impact The Future of Financial Advice with Roger Pine
Dec 5, 2025
Roger Pine, co-founder of Holistaplan and a former financial advisor, delves into the transformative impact of technology on financial advising. He emphasizes the intrinsic value of financial planning, urging advisors to embrace inclusivity regardless of client wealth. The discussion highlights the importance of efficient practices for job satisfaction and the need for advisors to communicate their worth beyond transactions. Roger also shares insights on scaling advice through innovative software, enabling advisors to enhance client experiences while managing increased capacities.
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Career Pivot Led To Holistaplan
- Roger Pine transitioned from energy work into financial advising in his 30s after studying CFP materials with his wife. He later left advising to build Holistaplan after a midlife re-evaluation of his calling.
Planning Resists Simple Scaling
- Planning is harder to scale than investment management because it requires personal, heuristic judgments. Roger aimed to encode decision frameworks to make planning more scalable via software.
Build Features From Customer Requests
- Listen to customers and iterate product features based on their requests. Build features your advisors actually ask for instead of what you assume they need.