2019 Spring Conference Speaker
Roger Pine
Roger Pine is a co-founder of the financial planning automation company Holistiplan. Previously, he was a financial advisor and partner at Briaud Financial Advisors. He has served on NAPFA's Board of Directors and the South Region Board of Directors.
Ben and Roger’s hallway conversations at NAPFA conferences evolved into a study group, which then spilled over into the ZebraSmash podcast, the first podcast to offer CFP® CE Credit. Our goal was to create a “conference in your pocket” to help all advisors become better at what we do for our clients, with topics ranging from understanding investing in bonds, to the checklists we use when reviewing client tax returns, to how to develop better PowerPoint presentations and communication skills.
Ben and Roger’s hallway conversations at NAPFA conferences evolved into a study group, which then spilled over into the ZebraSmash podcast, the first podcast to offer CFP® CE Credit. Our goal was to create a “conference in your pocket” to help all advisors become better at what we do for our clients, with topics ranging from understanding investing in bonds, to the checklists we use when reviewing client tax returns, to how to develop better PowerPoint presentations and communication skills.
Watch for all the details coming on NAPFA 2022 Events
