Financial Advisor Success

Ep 167: Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach With Scott Frank

Informações:

Synopsis

Scott Frank is the founder of Stones Steps Financial an RIA that has rapidly grown to 67 clients with over 400,000$ of annualized revenue in just five years. Scott has evolved his advisory firm from a highly technical base to a financial planning approach with clients based on the George Kinder life planning process. Today Scott joins the show to share how he incorporates life planing questions into the first three meetings of his financial planning process as a way to understand his clients better. Listen in as Scott shares how he convinces his clients to implement the strategies he recommends by creating a buy-in into the financial planning process. You will learn where traditional financial planning software intersects with the life planning approach and how he has built his business around this life planning approach. If you are intrigued by the George Kinder life planning approach or you want to simplify your pricing, this is the episode for you. For show notes and more visit: https://www.kitces.com/167

Join Now

Join Now

  • Unlimited access to all content on the platform.
  • More than 30 thousand titles, including audiobooks, ebooks, podcasts, series and documentaries.
  • Narration of audiobooks by professionals, including actors, announcers and even the authors themselves.
Try it Now Firm without compromise. Cancel whenever you want.

Share