86 min listen
Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate It with Roger Pine
Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate It with Roger Pine
ratings:
Length:
108 minutes
Released:
Oct 8, 2019
Format:
Podcast episode
Description
Roger Pine is the co-founder of Holistiplan, a tax planning software built to systematize and automate the process of reviewing a client's tax return to find potential planning opportunities. Today he joins the show to discuss how he transitioned from working as a financial advisor to becoming a financial tech entrepreneur. Listen in as we talk about Roger’s software and the ever blurring lines between where a CPA’s tax services end and an advisor’s begin. You'll hear what it is like to be a financial tech entrepreneur, as well as advice for financial advisors who see an opportunity to develop a tech solution. For show notes and more visit: https://www.kitces.com/145
Released:
Oct 8, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl Richards: Advisor, author, and speaker Carl Richards joins us to talk about his career, impostor syndrome, and how other advisors can kick it to the curb. by Financial Advisor Success