The Advisor as a Financial Guide With Scott Frank

What describes your advisory approach? Are you the “hero” who has the optimal financial solution for clients? Or, are you the “guide” who helps align a client’s finances with their life?

Reese’s guest on this episode of the Elementality podcast is Scott Frank of Stone Steps Financial. Scott explains how guiding clients to first focus on what they want from life creates an emotional connection to their finances that motivates them to follow through with your planning advice.