Scott Frank
Founder of Stone Steps Financial and a CFP/CFA who has built a financial planning practice centered on George Kinder's life-planning (EVOC) approach, rapidly growing his RIA and focusing on helping clients align money with life.
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Mar 10, 2020 • 1h 50min
Ep 167: Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach With Scott Frank
Scott Frank, founder of Stone Steps Financial and a CFP/CFA who uses George Kinder’s life-planning approach. He explains using evocative questions and a three-meeting EVOC structure to uncover clients’ true priorities. Short meetings turn visions into concrete plans, surface obstacles, and bridge feelings to financial math. He also covers pricing, growth tactics, and building a values-led advisory practice.
