To this point in the season Andy, Wes, and Justin have walked through the aspects of Fee Based Holistic Planning regarding the initial approach and how to navigate specific strategy sessions. In this episode the group takes a broader approach on how to manage the advising process over a quarter, a year, and the life of the relationship.

In today’s episode we will cover:

We hope you enjoyed part 3 of fee-based holistic financial planning “What is it?” If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off. If you’re interested in attending our next Transform University click herefor information on how to sign up before registration ends.