Sign up to save your podcasts
Or
Share Ep #229: Building Holistiplan: How Curiosity Turned Into an Industry-Changing Tool
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ep #229: Building Holistiplan: How Curiosity Turned Into an Industry-Changing Tool
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
View all episodes
By XYPN
4.6
137137 ratings
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
More shows like Behind The Advisor
View all
Motley Fool Hidden Gems Investing
3,228 Listeners
Odd Lots
1,993 Listeners
Financial Advisor Success
718 Listeners
The Perfect RIA
462 Listeners
The Compound and Friends
2,145 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
246 Listeners
The Prof G Pod with Scott Galloway
5,610 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,254 Listeners
Barron's Advisor
114 Listeners