Guiding Clients Through the Financial Maze

Human Advisor – In this episode of Human Advisor podcast, Scott Frank, Registered Life Planner and Founder of Stone Steps Financial, explains to host Tyrone Ross how he creates an environment for clients to explore what’s important to them and guides them through a financial planning process to help them realize their dreams. Learn about the EVOK method that Scott uses to get to know his clients, receive tips on growing your business by working with other advisors, and discover the three questions that help clients reveal what they really want. Credit: Tyrone Ross & Scott Frank

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