Episode 42 - Financial Planning Unplugged (from Investments) with Holly Donaldson

Holly Donaldson, (for NAPFA members listening, you know her as Holly Thomas), built her business as a plug and play operation.  Clients would go to her for financial planning, but with her help they could plug into whichever 3rd party investment manager they saw fit.  Why did she go that route, and how did it work out?  And what sorts of clients were drawn to her approach?