In this episode, David sits down with Jay Levy, Author and Senior Vice President, CFP®, CRPC® at Measured Wealth Private Client Group, LLC, to discuss the holistic approach to financial planning. Show Notes: <a href="http://trustedleadershow.com/" target= "_blank" rel="noopener">http://trustedleadershow.com/</a> Buy David's NEW Book: <a href= "https://www.trustedleaderbook.com/" target="_blank" rel= "noopener">https://www.trustedleaderbook.com/</a>

In this episode, David sits down with Jay Levy, Author and Senior Vice President, CFP®, CRPC® at Measured Wealth Private Client Group, LLC, to discuss the holistic approach to financial planning. Show Notes: http://trustedleadershow.com/ Buy David's NEW Book: https://www.trustedleaderbook.com/

In this episode, David sits down with Jay Levy, Author and Senior Vice President, CFP®, CRPC® at Measured Wealth Private Client Group, LLC, to discuss the holistic approach to financial planning. Show Notes: <a href="http://trustedleadershow.com/" rel="noopener noreferrer">http://trustedleadershow.com/</a> Buy David's NEW Book: <a href="https://www.trustedleaderbook.com/" rel="noopener noreferrer">https://www.trustedleaderbook.com/</a>

Ep. 40: Jay Levy on The Holistic Approach To Financial Planning

In The Trusted Leader Show, Global Trust Expert, Trust Expert in Residence at High Point University, Wall Street Journal bestselling author, and CEO David Horsager sits down with influential leaders from around the world to discuss their leadership style and the strategies and lessons they have learned throughout their careers. Join us as we assemble the top tactics leaders and organizations need to perform at their best and get faster results. After listening to these engaging conversations, you’ll leave with actionable takeaways that you can immediately apply to your life so that you can become a more Trusted Leader.

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Ep. 40: Jay Levy on The Holistic Approach To Financial Planning

Ep. 40: Jay Levy on The Holistic Approach To Financial Planning