Roger Pine

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.