Torie Happe, Head of Partnerships at Holistiplan, joins The Advisor Journey to discuss how tax planning has become a cornerstone of modern wealth management and why advisors leveraging tools like Holistiplan stand out in today’s competitive landscape.

In this engaging episode, Torie shares Holistiplan’s journey from a grassroots solution with just a few thousand users to a platform now serving over 50,000 advisors. She explains how the tool empowers advisors to deliver “aha moments” for clients by uncovering overlooked opportunities, catching costly mistakes, and creating stickier, trust-based relationships.

Torie also explores the evolving role of technology in advisory firms—covering the limitations of AI, the expansion into estate and insurance planning, and why trust remains the industry’s true currency. She closes by outlining the three keys behind Holistiplan’s rapid growth: flexibility, speed, and confidence—lessons that apply to both fintechs and advisory firms alike.

Whether you’re looking to deepen client trust, differentiate your services, or understand the future of advisor technology, this episode offers actionable insights and inspiration.

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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...