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S3E2- Fee-Based Holistic Planning: “What is it? Part 2”

Season #3

Join Andy Traub, Wes Young, and Justin Lakin as they take a deeper look at how we define Fee-Based Holistic Planning in the second part of “What is it?”

In today’s episode we will cover:

  • Continuing the discussion around the critical areas of focus that optimize a person's ability to increase their profitability and quality of life: Clarity regarding the story they’re in about money, Systematic (proactive) strategy sessions, Systematic (proactive) strategy management, A powerful network of help
  • Deep dive into Systematic (proactive) strategy sessions
  • Real financial planning is the constant alignment of the use of capital (time and money) to what you really care about. – Carl Richards

We hope you enjoyed part 2 of fee-based holistic financial planning “What is it?” If you want to further explore these or other topics you can learn more at and use discount code PODCAST25 for 25% off. If you’re interested in attending our next Transform University click here for information on how to sign up before registration ends.