Joe Phoenix, Co- Founder and CEO of Givinga had a long and vibrant career in a leadership position at Putnam Investments, one of the world's largest asset management firms, before he decided wanted to make a different type of impact on the world.
Manu Smadja, Founder and CEO of MPOWER Financing shares why he decided to leave a partner track career as a management consultant to start a FinTech company focused on helping international students finance their college education here in the United States.
Brendan Lee Young, CEO and Co-Founder of Passiv shares the company's origin story and also explains how an active community of DIY investors on a Reddit forum helped the company get off the ground.
Tax planning can be a very labor-intensive process for financial advisors who offer it to their clients. There is just so much data entry required!
Roger Pine discovered this firsthand in his career as a financial advisor. That was the inspiration of Holistiplan! Their solution makes it super easy for advisors to import their client's tax information and get to work.
As Roger mentions, tax planning is one of the areas where a financial planner can bring the most value to his or her clients. So, making the process more efficient for advisors means they will be able to bring more value to their clients.
Holistiplan is nominated for a 2020 Global FinTech Award so if you have a moment show your support.
If you would like to reach out to Roger to explore Holistiplan simply shoot him an email.
Others People and Companies Mentioned In This Episode:
George MacAllister of The Next Level Solution on the Modern Financial Advisor Podcast by Truelytics
Nick Arellano - Your Legacy Partners on The Advisor Financing Forum podcast by SkyView Partners
