Season 3
Episodes
S3E4- Fee-Based Holistic Planning: “What is it? Part 4”
In the final episode on Fee-Based Holistic Planning “What is it?”, Andy, Wes, and Justin close out the discussion on the fourth critical area of focus– a powerful network of help.Â
In today’s episode we will...
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S3E3- Fee-Based Holistic Planning: “What is it? Part 3”
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...
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S3E2- Fee-Based Holistic Planning: “What is it? Part 2”
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...
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S3E1- Fee-Based Holistic Planning: “What is it? Part 1”
Language, as defined by the Meriam-Webster dictionary, describes how a given community structures, combines, pronounces, and uses words to be understood or communicate an idea. Given the immense number of possible...
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