The Weekly Fintape

Scott Frank on Mastering Empathy and Authenticity in Financial Planning

July 04, 2024 Brodrick Lothringer Season 1 Episode 5
Scott Frank on Mastering Empathy and Authenticity in Financial Planning
The Weekly Fintape
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The Weekly Fintape
Scott Frank on Mastering Empathy and Authenticity in Financial Planning
Jul 04, 2024 Season 1 Episode 5
Brodrick Lothringer

Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, as he shares his insights on mastering active listening with empathy. Scott delves into the power of authenticity and selectivity in building genuine client relationships, offering practical advice for new advisors navigating their niche. Tune in to this insightful episode to discover how to streamline your business, embrace innovative financial technologies, and make a lasting impact in your career and clients' lives.

Connect with us below!

Show Notes

Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, as he shares his insights on mastering active listening with empathy. Scott delves into the power of authenticity and selectivity in building genuine client relationships, offering practical advice for new advisors navigating their niche. Tune in to this insightful episode to discover how to streamline your business, embrace innovative financial technologies, and make a lasting impact in your career and clients' lives.

Connect with us below!