Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Dallas, TX
Joined July 2012
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Torie Happe retweeted
#FutureProofFestival Day 1
@ShannonRosic @Diana_Britton @TorieHappe @alisusko_alison @SamanthaTwenty @FutureProof_HQ
This was such a dream to record with the @altruist team and tell the story of @Holistiplan. So many little gems in here would love to hear which were your favorites.
NEW EPISODE:
Torie Happe of Holistiplan joins The Advisor Journey to share how tax planning is reshaping the advisor-client relationship.
Torie breaks down:
- How Holistiplan grew from 3,000 to 50,000+ users
- Why 92% of clients want tax planning, but only 25% receive it
- Why trust, not technology alone, is the true differentiator for advisors
- Three cornerstones of Holistiplan’s growth—flexibility, speed, and confidence
- The power of observations and scenario analysis to create client “aha moments”
Torie also gives a peek into Holistiplan’s roadmap, from enhanced Roth projections to estate and insurance integrations, designed to keep advisors ahead of client expectations.
If you want practical ways to deliver more value, strengthen trust, and embrace the future of financial planning, this is a must-listen.
Listen now: buzzsprout.com/2433248/episo…
Tune in on Apple Podcasts - podcasts.apple.com/us/podcas…
Tune in on Spotify - open.spotify.com/episode/7kP…
Watch the full Episode on Youtube: youtu.be/MExN12qilLs
Think Tank.
Last week I got to be part of something different. Something our industry has always talked about but never done. Let’s rewind on how we got here.
What was also so impressive were the minds we were able to have in the room. I couldn’t thank our friends and industry colleagues more for blindly saying yes to this event not knowing quite what they were in for.
Torie Happe retweeted
🎙️ We’re recording two new episodes of The Advisor Journey this week:
- Nyle Bayer, CMO at @FutureProof_HQ
- @TorieHappe, Head of Partnerships at Holistiplan
Any questions you'd like us to ask? Drop them here 👇
This little Statistician needs your help. Can you guys take his quick 2 question survey below 👇🏻
docs.google.com/forms/d/e/1F…
Best day of my Aztec life. Still have the bruise on the back of my leg to prove it.
Always and forever an Aztec.
On this day in 2023, Lamont Butler hit this STUNNING buzzer-beater to send @Aztec_MBB to the #NationalChampionship 🚨
#MarchMadness
Torie Happe retweeted
Join us in 3 HOURS for an exclusive webinar with @Holistiplan and @NitrogenWealth ⏰
We're covering how you can transform complexity into clarity with a unified planning strategy.
Register now 👉 hubs.li/Q03c8P0t0
Camp @Holistiplan.
Year 4 might have been the best year yet. Getting to see the entire team in 1 place feeling the energy of everyone excited and pumped to be working towards the same goal is the best feeling.
We’ve come a long way but still have so much to do.
Valentine.
Every year we celebrate this day by marking the celebration this boy wasn’t born. We celebrate the doctors and nurses that saved his life and not letting him be born at 21 weeks.
We celebrate him being the best non valentine ever.
11 years. We are always grateful
It’s official 🎉.
I’m building out the partnership team @Holistiplan
If you are looking to join the BEST team in the fintech space take a look. I’m looking for a partnership relationship manager.
Bonus is you get to work along side me!
holistiplan.com/job/partners…
Torie Happe retweeted
Our Virtual Keynote: Foundations for the Future starts TODAY at 11 AM ET! Join 3,500+ advisors for insights from @CPAPlanner, @Roger_S_Pine, @ben_pisces, Allison Doty, CFP®, CRPS®, & Jennifer Fensley, CFP®, CRPS®
There's still time to register!
hubs.la/Q0369xMF0
Watching the @Eagles with @alisusko_alison win the #SuperBowlLIX is the perfect way to end this birthday trip.
🦅🇺🇸
Women in sports.
The girl below didn’t know it at that time how important her love of volleyball would transform her life. Participating in sports allowed her to:
👭learn teamwork
💪🏻gain confidence
😎have a stress outlet
👩🏼🏫get a college degree
🧳 travel
🛜 build a network
Every level she played she gained a little bit more knowledge and power. She now gets to use all these tools in her professional life.
Thank you to every coach, teammate, family member that poured into me while chasing my dreams. I am not the person I am today without you.