The Power of Human Context

Artificial intelligence can do a lot — analyze returns, surface insights, and uncover tax opportunities faster than any human could.
But what it can’t do is care.

That’s where advisors come in. As Torie Happe from Holistiplan puts it, “Clients actually want to talk to a human.”
Technology can interpret numbers, but only humans can interpret meaning.

The Balance That Wins

The firms that thrive in the next era of advice will balance automation with authenticity.
AI should handle the heavy lifting — the data entry, calculations, and analysis — while advisors focus on what truly matters: listening, interpreting, and connecting.

When technology amplifies empathy rather than replaces it, advisors become more than data interpreters — they become trusted guides through life’s most important decisions.

Man Through Machine

It’s not man vs. machine.
It’s man through machine.

This is the evolution Holistiplan represents — technology that enhances the advisor’s ability to be human at scale. The firms that adopt this mindset will not only serve clients better, but also build deeper trust and long-term loyalty in an increasingly automated world.

These insights are inspired by the latest episode of Next Mile featuring Torie Happe, Head of Partnerships at Holistiplan. Hear how Holistiplan turns complex tax data into actionable clarity for advisors.

🎧 Listen to the full episode here  and explore more articles in this series.