We check back into see what Roger has been working on in his mad scientist lab. His newest venture is a service for advisors called Holistiplan.
Enough people ask Ben what Roger is up to that we feel an occasional update is episode-worthy. And the product Roger has rolled out genuinely is something new and different in the financial planning space. We didn't meant this to be an infomercial, in other words, and we think you'll find Roger is bad enough at sales that it doesn't sound much like an infomercial either.
www.holistiplan.com is open and taking new subscribers. Sign up today for a 7 day free trial, then it's $50 per month, with the option to cancel at any time.