36: Integrating A Life Planning Approach In Your Practice with Scott Frank

Imagine guiding your clients through a process of discovering what a meaningful, fulfilled life would look like and then providing them with the financial strategies to fuel that vision. You help your clients clarify and fund their best life. That is life planning. But, what does life planning actually look like in practice? When do I have these heartfelt conversations? What do these conversations sound like?  Fortunately, Scott Frank is the founder of Stone Steps Financial, has been through the Life Planning trainings, and coaches advisors around the world on the Life Planning process. We discuss: Specific techniques to get clients to open up and tell you the things that are most important to them (and the techniques to avoid!) The #1 goal he has for every prospect meeting that creates connection, buy-in, and follow-through How to create a lens through which to make financial decisions based on life rather than returns A real example of how this process improved a client's life in a way that simply providing technical knowledge never could To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier X:@jbrendanfrazier