Beyond excel: systems over spreadsheets with Roger Pine
About this episode
Steven Jarvis interviews Roger Pine about systematizing tax planning for advisors and the role of Holistiplan in enhancing financial planning.
In this episode, Steven Jarvis sits down with Roger Pine, Co-founder of Holistiplan to explore how advisors can systematize tax planning in their practices. They discuss why Excel alone isn't enough, the importance of creating a repeatable process, and how Holistiplan helps advisors deliver richer financial planning to more clients. From the software's origin story to innovative features that streamline tax return reviews, this conversation highlights the real work behind every client, every year. https://zurl.co/r5Jft
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