Roger Pine
Co-founder of Holistaplan, a financial planning software company focused on tax, insurance, and estate planning tools; former financial advisor who built software to scale planning and now serves thousands of advisory firms.
Best podcasts with Roger Pine
Ranked by the Snipd community
Oct 8, 2019 • 1h 48min
Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate It with Roger Pine
Roger Pine, co-founder of Holistiplan and former financial advisor turned fintech entrepreneur, built software to automate tax-return review. He discusses how the tool extracts returns, generates client-friendly observations and projections, the OCR challenges and safeguards, and lessons from turning an in-house advisor tool into a scalable product.
Dec 5, 2025 • 37min
210 How Technology Will Impact The Future of Financial Advice with 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.
