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.
Listen in as he shares his journey, including how he got into financial planning and how he eventually transitioned into coding and creating financial technology. You'll get a glimpse of what it looks like to work with family (the positives and negatives), the unique challenges Roger faced with business development and branding, and more.
Listen to the Full Interview: