Ep #229: Building Holistiplan: How Curiosity Turned Into an Industry-Changing Tool
Behind The Advisor · Behind The Advisor
November 13, 20191h 7m
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Show Notes
Today we have the founder of Holistiplan—and winner of this year's XYPNLIVE FinTech competition—Roger Pine on the show! After starting out as an energy consultant, Roger discovered financial planning through his wife and embarked on a whole new venture that he's here to tell us all about.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/229