Retirement Tax Services Podcast Beyond excel: systems over spreadsheets with Roger Pine
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Apr 6, 2026 Roger Pine, co-founder of Holistiplan and former financial advisor turned software founder, discusses why Excel falls short and the need for opinionated tools. He talks about Holistiplan’s origin, making tax return reviews scalable, adding AI to lower friction, and building repeatable processes to serve more clients efficiently.
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Why Holistiplan Began As A Midlife Pivot
- Roger left advisory work during a midlife pivot and built Holistiplan from lessons he learned as an advisor and a self-taught programmer.
- He launched Holistiplan to scale planning: the mission is richer financial planning for more clients, now used by over 10,000 firms.
Assembly Line Planning Scales Tax Reviews
- Grouping planning tasks into seasonal 'assembly line' windows creates real efficiencies and consistency across many clients.
- Roger describes tax return review season, blast emails, and opt-in uploads as a repeatable process to reduce friction for advisors.
Remove Friction To Reach Every Client Every Year
- Remove friction at every step to achieve 'every client every year' tax planning: easy data upload, bulk outreach, and automated ingestion matter.
- Holistiplan is adding in-app mass email, uploads, and AI-assisted modeling to assist non-nerdy advisors.