Roger Pine of Holistiplan on Speeding Up the Tax Planning Process for Financial Advisors

E12
40:58
September 24th 2020

Tax planning can be a very labor intensive process for financial advisors who offer it to their clients. Roger Pine discovered this firsthand in his career as a financial advisor. That was the inspiration of Holistiplan! Their solution makes it super easy for advisors to import their client's tax information and get to work.

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Mike Langford is joined by FinTech startup founders, financial services industry leaders, and other influencers in the space for conversations about the latest innovations, trends, and where the world is headed. The SoFin Podcast is produced by finservMarketing and is part of the finservMarketing Podcast Network.