Torie Happe

Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼‍♀️

[Torie Happe @TorieHappe]

✨ 2024 ✨

The year of heartache, loss, and growth.

2025 let’s do this.

[Torie Happe @TorieHappe]

@MelissaJoyCFP Have the best time! Go blue!

[Torie Happe @TorieHappe]

@Beth_Rubinoff @NitrogenWealth @WeAreWealth @encorestateplan @trustandwill @getvanilla @wealth_mgmt Race you there!

[Torie Happe @TorieHappe]

@averagejoelle @dougboneparth Best friend is incredible.

[Torie Happe @TorieHappe]

@anthonystich @Daniel_Bolton @WeAreWealth No panic there.

[Torie Happe @TorieHappe]

@dougboneparth That a squirrel keeps getting into my bird feeder and scaring my bird friends away

[Torie Happe @TorieHappe]

@danielcrosby At least it’s not Orlando.

[Torie Happe @TorieHappe]

@ShannonRosic @FutureProof_HQ @Beth_Rubinoff @anthonystich @acketyack @SamanthaTwenty What a way to end nugget summer.

[Torie Happe @TorieHappe]

@anthonystich Become one with the grass.

[Beth @Beth_Rubinoff]

#FutureProofFestival Day 1
@ShannonRosic @Diana_Britton @TorieHappe @alisusko_alison @SamanthaTwenty @FutureProof_HQ

[Torie Happe @TorieHappe]

@anthonystich @joshsmith1232 @DrPrestonCherry @TR401 @michaelbatnick @awealthofcs @Downtown @jasonpereira @JC_ParetsX @ppearlman @AravindSitham @dougboneparth @cliffcornell_ @Kraftyfinplan @BurmeisterTom So many hugs incoming.

[Torie Happe @TorieHappe]

@Daniel_Bolton A real theme for you this week.

[Torie Happe @TorieHappe]

@anthonystich @wealth_mgmt @Beth_Rubinoff @Diana_Britton @NexusStrategy 🔥.

[Torie Happe @TorieHappe]

@weeenzy If not the margaritas will make it better

[Torie Happe @TorieHappe]

@anthonystich @bportnoy_ @BullandBaird @FutureProof_HQ Not weird at all.

[Torie Happe @TorieHappe]

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.

[Altruist @altruist]

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: https://t.co/wKjin0W6Nh

Tune in on Apple Podcasts - https://t.co/YbtZ2w95CG

Tune in on Spotify - https://t.co/lbuqYaW4FU

Watch the full Episode on Youtube: https://t.co/kFbK1256Ir

[Torie Happe @TorieHappe]

RIP to all my group chats and DMs.

[Torie Happe @TorieHappe]

@ShannonRosic @Beth_Rubinoff @alisusko_alison Bout to glitter hard.

[Torie Happe @TorieHappe]

@Daniel_Bolton @Wawa @bucees is always the answer.