What are the key opportunities Roger Pine sees for the future of financial advice technology?
Answered at 23:59 in Ep #419: Navigating Success: From Startup to Thriving Enterprise · Behind The Advisor
What are the key opportunities Roger Pine sees for the future of financial advice technology?
Roger identifies AI as the major shift transforming the advice industry, noting that he is now 50 times more efficient at writing code using AI tools. He also mentions the persistent promise of the single pane of glass — everything in one place — and suggests there may be a real chance it actually happens this time. He indicates HolistaPlan will be releasing more on this direction within the next few months.
Full answer and detailsRead the whole answer, key facts and every other question from this episode
In short
Roger identifies AI as the major shift transforming the advice industry, noting that he is now 50 times more efficient at writing code using AI tools.
Roger Pine, CEO and co-founder at HolistaPlan · Ep #419: Navigating Success: From Startup to Thriving Enterprise · Behind The Advisor · answer at 23:59
Key takeaways
- Roger identifies AI as the major shift transforming the advice industry, noting that he is now 50 times more efficient at writing code using AI tools.
Quote to remember
“I'm able to be 50x more efficient now in writing code than I was with these AI tools.”
— Roger Pine
The full answer · about 3 min
Roger identifies AI as the major shift transforming the advice industry, noting that he is now 50 times more efficient at writing code using AI tools. He also mentions the persistent promise of the single pane of glass — everything in one place — and suggests there may be a real chance it actually happens this time. He indicates HolistaPlan will be releasing more on this direction within the next few months.
Key facts
- 2019: HolistaPlan team size was 2 people (Roger Pine and Kevin Mosier) plus one part-time contractor at 10 hours per week
- Current: HolistaPlan team size is approximately 100 employees
- Roger worked as a financial advisor for 10 years before transitioning to technology
- Roger learned programming as a New Year's resolution in his 30s
- Roger turned 40 and had a midlife crisis that led him to pursue a career focused on writing code