Roger Pine
Co-founder of Holistiplan and former financial advisor who transitioned into software to help advisors deliver richer, scalable tax and financial planning to more clients.
Best podcasts with Roger Pine
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Apr 6, 2026 • 29min
Beyond excel: systems over spreadsheets with Roger Pine
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.
